+358.3%
DELL vs COST
-5.0%
+363.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.3% | +11.7% | +12.2% |
| 7D | +8.2% | -1.2% | +9.4% | +7.0% |
| 30D | +17.1% | -4.7% | +21.8% | +12.3% |
| 3M | +45.2% | -7.1% | +52.3% | +37.9% |
| 6M | +286.8% | -8.5% | +295.3% | +261.3% |
| YTD | +354.8% | +5.4% | +349.4% | +337.0% |
| 1Y | +358.3% | -5.6% | +363.9% | +329.7% |
| All | +358.3% | -5.0% | +363.2% | +329.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COST.
Daily Out/Under-Performance
Portfolio return minus COST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COST 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 1y: compounded portfolio wealth divided by compounded COST 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…
1y analysis · Full analysis span regression · 6 months rolling