+13,507.3%
GOOGL vs EXEL
+625.8%
+12,881.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.1% |
| 7D | -2.3% | +8.4% | -10.7% | -3.4% |
| 30D | -6.6% | +4.1% | -10.6% | -7.2% |
| 3M | -8.9% | +12.4% | -21.4% | -10.7% |
| 6M | +11.9% | +41.5% | -29.7% | +5.9% |
| YTD | +8.3% | +34.6% | -26.3% | +3.2% |
| 1Y | +46.2% | +57.9% | -11.7% | +35.6% |
| 3Y | +151.9% | +159.5% | -7.6% | +113.0% |
| 5Y | +137.7% | +198.5% | -60.8% | +95.2% |
| 10Y | +757.6% | +411.4% | +346.2% | +508.9% |
| All | +13,507.3% | +625.8% | +12,881.5% | +6,021.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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