+92.9%
GOOGL vs LIN
+64.4%
+28.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +1.3% |
| 7D | +1.8% | +0.2% | +1.6% | +1.7% |
| 30D | -18.8% | +6.5% | -25.2% | -21.0% |
| 3M | -20.3% | +5.5% | -25.8% | -22.3% |
| 6M | -28.4% | +3.3% | -31.7% | -30.0% |
| YTD | -8.8% | +22.0% | -30.9% | -18.7% |
| 1Y | +0.3% | +25.7% | -25.5% | -12.2% |
| 3Y | +120.7% | +36.2% | +84.5% | +79.7% |
| All | +92.9% | +64.4% | +28.5% | +36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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