+740.7%
GOOGL vs BP
+137.6%
+603.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.4% |
| 7D | -2.8% | +5.7% | -8.6% | -4.1% |
| 30D | -3.2% | +8.1% | -11.3% | -5.0% |
| 3M | -6.6% | +8.6% | -15.2% | -8.7% |
| 6M | +8.5% | +18.1% | -9.7% | +3.1% |
| YTD | +6.5% | +37.6% | -31.1% | -2.9% |
| 1Y | +39.4% | +39.4% | 0.0% | +26.4% |
| 3Y | +146.2% | +40.1% | +106.1% | +119.8% |
| 5Y | +138.3% | +141.3% | -3.0% | +78.0% |
| All | +740.7% | +137.6% | +603.0% | +548.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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