+751.2%
GOOGL vs CB
+219.3%
+531.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.8% | -0.5% |
| 7D | -2.3% | +0.5% | -2.8% | -2.4% |
| 30D | -6.6% | -3.1% | -3.4% | -5.7% |
| 3M | -8.9% | +9.0% | -17.9% | -11.9% |
| 6M | +11.9% | +2.9% | +9.0% | +10.2% |
| YTD | +8.3% | +10.1% | -1.8% | +4.1% |
| 1Y | +46.2% | +22.8% | +23.4% | +34.9% |
| 3Y | +151.9% | +73.8% | +78.1% | +98.6% |
| 5Y | +137.7% | +99.2% | +38.5% | +75.5% |
| All | +751.2% | +219.3% | +531.9% | +414.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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