+762.1%
GOOG vs C
+299.1%
+463.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.9% | -2.4% |
| 7D | -1.6% | +2.6% | -4.1% | -2.5% |
| 30D | -7.7% | +1.9% | -9.6% | -8.3% |
| 3M | -9.3% | +2.8% | -12.1% | -10.5% |
| 6M | +7.4% | +30.6% | -23.1% | -3.1% |
| YTD | +4.9% | +19.9% | -15.0% | -3.1% |
| 1Y | +37.2% | +44.6% | -7.3% | +18.1% |
| 3Y | +141.6% | +272.1% | -130.5% | +42.9% |
| 5Y | +128.8% | +132.0% | -3.2% | +58.3% |
| All | +762.1% | +299.1% | +463.0% | +395.4% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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