+146.8%
GOOG vs C
+269.1%
-122.3%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.2% |
| 7D | +1.1% | +3.2% | -2.1% | +0.1% |
| 30D | -5.1% | +1.3% | -6.3% | -5.5% |
| 3M | -7.1% | +3.1% | -10.2% | -8.3% |
| 6M | +12.7% | +29.6% | -17.0% | +3.1% |
| YTD | +7.1% | +19.0% | -11.9% | +0.2% |
| 1Y | +43.6% | +45.6% | -2.0% | +25.0% |
| 3Y | +146.8% | +269.3% | -122.5% | +62.9% |
| All | +146.8% | +269.1% | -122.3% | +62.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling