+136.8%
GOOGL vs C
+128.9%
+7.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.0% |
| 7D | -2.3% | +3.6% | -5.9% | -3.6% |
| 30D | -6.6% | +0.1% | -6.6% | -6.6% |
| 3M | -8.9% | +2.4% | -11.4% | -10.1% |
| 6M | +11.9% | +24.9% | -13.1% | +2.0% |
| YTD | +8.3% | +19.8% | -11.5% | -0.3% |
| 1Y | +46.2% | +44.9% | +1.3% | +24.2% |
| 3Y | +151.9% | +263.0% | -111.1% | +40.6% |
| All | +136.8% | +128.9% | +7.9% | +51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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