+102.8%
GOOGL vs BA
-21.9%
+124.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.7% | +3.5% | +2.2% |
| 7D | +5.7% | -0.6% | +6.3% | +5.8% |
| 30D | -15.6% | -8.0% | -7.6% | -14.0% |
| 3M | -13.0% | -25.8% | +12.8% | -6.0% |
| 6M | -22.8% | -27.6% | +4.8% | -16.3% |
| YTD | -4.4% | -21.0% | +16.6% | +0.6% |
| 1Y | +4.5% | -12.3% | +16.7% | +6.5% |
| 3Y | +127.4% | -12.8% | +140.2% | +121.0% |
| 5Y | +102.8% | -22.4% | +125.2% | +89.4% |
| All | +102.8% | -21.9% | +124.7% | +89.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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