+11,349.2%
GOOGL vs BA
+390.1%
+10,959.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.6% |
| 7D | +1.8% | +1.1% | +0.7% | +1.4% |
| 30D | -18.8% | -7.9% | -10.8% | -17.0% |
| 3M | -20.3% | -25.3% | +5.0% | -13.2% |
| 6M | -28.4% | -24.6% | -3.8% | -22.5% |
| YTD | -8.8% | -20.1% | +11.3% | -3.6% |
| 1Y | +0.3% | -11.8% | +12.0% | +2.3% |
| 3Y | +120.7% | -10.1% | +130.9% | +114.6% |
| 5Y | +93.1% | -22.7% | +115.9% | +91.1% |
| 10Y | +636.1% | +35.1% | +601.1% | +388.1% |
| All | +11,349.2% | +390.1% | +10,959.1% | +4,119.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling