+11,453.7%
GOOGL vs EXC
+303.7%
+11,150.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | +2.6% | +0.1% | +2.6% | +2.6% |
| 30D | -18.3% | +9.0% | -27.3% | -20.9% |
| 3M | -19.6% | +3.3% | -22.9% | -20.8% |
| 6M | -28.2% | +5.7% | -33.9% | -30.2% |
| YTD | -8.0% | +7.3% | -15.4% | -11.5% |
| 1Y | -0.7% | +2.9% | -3.6% | -3.1% |
| 3Y | +118.8% | +29.3% | +89.5% | +91.1% |
| 5Y | +98.9% | +40.1% | +58.8% | +66.5% |
| 10Y | +643.6% | +197.7% | +445.9% | +346.6% |
| All | +11,453.7% | +303.7% | +11,150.0% | +5,712.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 all: compounded portfolio wealth divided by compounded EXC 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…
all analysis · Full analysis span regression · 6 months rolling