+132.5%
GOOGL vs LEN
-10.6%
+143.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.5% | -2.8% | -2.4% |
| 7D | -1.9% | -3.4% | +1.5% | -0.9% |
| 30D | -7.5% | -5.7% | -1.8% | -6.0% |
| 3M | -9.2% | -12.2% | +3.1% | -6.2% |
| 6M | +8.1% | -18.3% | +26.3% | +13.6% |
| YTD | +5.8% | -20.2% | +26.0% | +11.3% |
| 1Y | +38.3% | -40.1% | +78.4% | +58.0% |
| 3Y | +144.8% | -26.2% | +170.9% | +138.9% |
| 5Y | +132.5% | -9.8% | +142.4% | +95.6% |
| All | +132.5% | -10.6% | +143.2% | +95.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 5y: compounded portfolio wealth divided by compounded LEN 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…
5y analysis · Full analysis span regression · 6 months rolling