+44.9%
GOOGL vs CAPR
+35.6%
+9.3%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.6% | +3.6% | 0.0% |
| 7D | +1.1% | -9.5% | +10.6% | +1.1% |
| 30D | -4.4% | +121.5% | -126.0% | -4.6% |
| 3M | -6.8% | -65.4% | +58.6% | -6.7% |
| 6M | +13.6% | -67.5% | +81.1% | +13.7% |
| YTD | +8.3% | -68.6% | +76.9% | +8.4% |
| 1Y | +44.9% | +42.7% | +2.3% | +46.9% |
| All | +44.9% | +35.6% | +9.3% | +46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 1y: compounded portfolio wealth divided by compounded CAPR 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…
1y analysis · Full analysis span regression · 6 months rolling