+700.7%
GOOGL vs CI
+145.6%
+555.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.7% | +3.5% | +2.2% |
| 7D | +5.7% | -1.7% | +7.4% | +6.1% |
| 30D | -15.6% | +4.9% | -20.4% | -16.6% |
| 3M | -13.0% | +7.4% | -20.4% | -14.6% |
| 6M | -22.8% | +0.4% | -23.2% | -23.3% |
| YTD | -4.4% | +9.5% | -13.9% | -7.2% |
| 1Y | +4.5% | +12.0% | -7.5% | +0.7% |
| 3Y | +127.4% | +7.1% | +120.3% | +111.6% |
| 5Y | +102.8% | +49.3% | +53.5% | +63.8% |
| All | +700.7% | +145.6% | +555.1% | +441.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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