+55.8%
EBAY vs EXEL
+197.1%
-141.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.2% | -1.2% |
| 7D | -3.0% | -0.3% | -2.6% | -2.9% |
| 30D | -3.6% | +10.1% | -13.7% | -5.2% |
| 3M | -4.4% | +10.1% | -14.5% | -6.1% |
| 6M | +12.1% | +37.7% | -25.6% | +6.1% |
| YTD | +19.9% | +33.1% | -13.2% | +14.0% |
| 1Y | +13.4% | +52.4% | -39.0% | +5.0% |
| 3Y | +150.5% | +163.8% | -13.3% | +97.9% |
| All | +55.8% | +197.1% | -141.4% | +11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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