+1,367.3%
AAPL vs NFLX
+441.6%
+925.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NFLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.7% |
| 7D | +4.1% | -2.0% | +6.1% | +4.8% |
| 30D | +4.0% | -11.9% | +15.9% | +7.8% |
| 3M | +16.8% | -20.6% | +37.4% | +24.7% |
| 6M | +19.4% | -29.0% | +48.4% | +31.3% |
| YTD | +31.5% | -33.7% | +65.2% | +46.0% |
| 1Y | +31.0% | -46.2% | +77.1% | +54.8% |
| 3Y | +95.3% | +39.8% | +55.5% | +66.5% |
| 5Y | +143.4% | -9.0% | +152.3% | +122.7% |
| All | +1,367.3% | +441.6% | +925.7% | +670.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NFLX.
Daily Out/Under-Performance
Portfolio return minus NFLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NFLX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded NFLX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling