+98.9%
GOOGL vs LIN
+65.3%
+33.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.5% | -0.4% |
| 7D | +2.6% | +2.0% | +0.6% | +1.7% |
| 30D | -18.3% | +7.9% | -26.1% | -21.0% |
| 3M | -19.6% | +6.3% | -25.9% | -21.8% |
| 6M | -28.2% | +6.5% | -34.7% | -30.8% |
| YTD | -8.0% | +23.6% | -31.6% | -18.4% |
| 1Y | -0.7% | +25.7% | -26.4% | -12.9% |
| 3Y | +118.8% | +35.6% | +83.2% | +79.2% |
| 5Y | +98.9% | +65.9% | +33.0% | +39.3% |
| All | +98.9% | +65.3% | +33.5% | +39.3% |
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