+390.0%
GOOGL vs ACI
+18.9%
+371.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.4% | +0.1% | -2.1% |
| 7D | -1.9% | -5.0% | +3.2% | -1.5% |
| 30D | -7.5% | -2.3% | -5.1% | -7.3% |
| 3M | -9.2% | -23.2% | +14.0% | -7.9% |
| 6M | +8.1% | -29.5% | +37.5% | +9.9% |
| YTD | +5.8% | -28.6% | +34.5% | +7.5% |
| 1Y | +38.3% | -34.0% | +72.4% | +41.0% |
| 3Y | +144.8% | -45.0% | +189.7% | +151.6% |
| 5Y | +132.5% | -44.0% | +176.6% | +136.6% |
| All | +390.0% | +18.9% | +371.1% | +373.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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