+13,507.3%
GOOGL vs MKC
+406.5%
+13,100.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.2% | -0.8% |
| 7D | -2.3% | -5.9% | +3.6% | -0.3% |
| 30D | -6.6% | -0.9% | -5.7% | -6.4% |
| 3M | -8.9% | +12.7% | -21.7% | -13.0% |
| 6M | +11.9% | -19.3% | +31.2% | +19.2% |
| YTD | +8.3% | -22.2% | +30.5% | +16.2% |
| 1Y | +46.2% | -23.3% | +69.5% | +56.9% |
| 3Y | +151.9% | -30.0% | +181.9% | +173.0% |
| 5Y | +137.7% | -33.8% | +171.5% | +158.2% |
| 10Y | +757.6% | +24.4% | +733.1% | +570.5% |
| All | +13,507.3% | +406.5% | +13,100.8% | +5,441.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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