+755.6%
GOOGL vs BHP
+496.8%
+258.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +1.9% |
| 7D | 0.0% | -3.6% | +3.6% | +1.2% |
| 30D | -1.4% | -1.2% | -0.2% | -1.2% |
| 3M | -5.3% | +1.2% | -6.5% | -6.2% |
| 6M | +9.8% | +21.4% | -11.6% | +1.5% |
| YTD | +8.4% | +50.4% | -42.1% | -7.6% |
| 1Y | +41.2% | +67.5% | -26.3% | +15.6% |
| 3Y | +149.6% | +72.8% | +76.8% | +98.2% |
| 5Y | +142.6% | +112.6% | +30.0% | +71.3% |
| All | +755.6% | +496.8% | +258.7% | +320.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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