+98.9%
GOOGL vs BP
+101.9%
-3.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.3% |
| 7D | +2.6% | -6.3% | +8.9% | +3.4% |
| 30D | -18.3% | -3.6% | -14.7% | -18.1% |
| 3M | -19.6% | +5.2% | -24.8% | -20.5% |
| 6M | -28.2% | +5.3% | -33.5% | -29.2% |
| YTD | -8.0% | +33.1% | -41.1% | -14.0% |
| 1Y | -0.7% | +26.3% | -27.0% | -6.2% |
| 3Y | +118.8% | +47.5% | +71.3% | +97.3% |
| 5Y | +98.9% | +106.2% | -7.3% | +59.3% |
| All | +98.9% | +101.9% | -3.0% | +59.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling