+1,055.3%
DELL vs COST
+103.8%
+951.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | 0.0% | -5.3% | -5.3% |
| 7D | -1.9% | -2.5% | +0.6% | -1.1% |
| 30D | +14.9% | -4.4% | +19.3% | +16.4% |
| 3M | +37.2% | -8.1% | +45.3% | +40.3% |
| 6M | +254.0% | -9.2% | +263.2% | +258.8% |
| YTD | +306.1% | +5.1% | +301.0% | +281.8% |
| 1Y | +312.3% | -5.1% | +317.4% | +306.6% |
| 3Y | +654.0% | +70.4% | +583.7% | +445.0% |
| 5Y | +1,055.3% | +104.7% | +950.6% | +691.8% |
| All | +1,055.3% | +103.8% | +951.5% | +691.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling