+137.7%
GOOGL vs BP
+131.3%
+6.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.5% | -0.4% |
| 7D | +1.1% | +0.9% | +0.1% | +0.9% |
| 30D | -4.4% | +9.1% | -13.6% | -5.6% |
| 3M | -6.8% | +3.9% | -10.7% | -7.5% |
| 6M | +13.6% | +13.6% | -0.1% | +10.4% |
| YTD | +8.3% | +34.0% | -25.7% | +1.8% |
| 1Y | +44.9% | +39.2% | +5.8% | +35.0% |
| 3Y | +150.5% | +36.4% | +114.0% | +131.0% |
| 5Y | +137.7% | +135.8% | +1.9% | +86.6% |
| All | +137.7% | +131.3% | +6.5% | +86.6% |
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