+13,507.3%
GOOGL vs BA
+499.9%
+13,007.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.4% |
| 7D | -2.3% | +1.2% | -3.4% | -2.6% |
| 30D | -6.6% | -11.6% | +5.1% | -2.8% |
| 3M | -8.9% | -2.4% | -6.6% | -8.6% |
| 6M | +11.9% | -6.6% | +18.5% | +13.6% |
| YTD | +8.3% | -2.2% | +10.6% | +8.2% |
| 1Y | +46.2% | -8.0% | +54.2% | +47.9% |
| 3Y | +151.9% | -5.0% | +156.9% | +142.8% |
| 5Y | +137.7% | -2.7% | +140.4% | +119.5% |
| 10Y | +757.6% | +75.9% | +681.7% | +422.1% |
| All | +13,507.3% | +499.9% | +13,007.4% | +4,635.2% |
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