+1.5%
ABNB vs XYZ
-68.7%
+70.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.0% |
| 7D | -9.5% | -5.2% | -4.3% | -7.6% |
| 30D | -9.4% | 0.0% | -9.4% | -9.5% |
| 3M | +29.9% | +18.7% | +11.2% | +21.1% |
| 6M | +26.6% | +20.5% | +6.1% | +16.9% |
| YTD | +23.5% | +21.5% | +2.0% | +12.2% |
| 1Y | +35.8% | +7.2% | +28.6% | +28.2% |
| 3Y | +15.0% | +49.0% | -34.0% | -14.7% |
| 5Y | +1.5% | -68.1% | +69.6% | +32.5% |
| All | +1.5% | -68.7% | +70.2% | +32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 5y: compounded portfolio wealth divided by compounded XYZ 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…
5y analysis · Full analysis span regression · 6 months rolling