+46.1%
GOOGL vs MO
+10.1%
+36.0%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -1.2% |
| 7D | -2.3% | +0.3% | -2.7% | -2.3% |
| 30D | -6.6% | +0.6% | -7.3% | -6.6% |
| 3M | -9.0% | -1.0% | -8.0% | -8.7% |
| 6M | +11.8% | +4.3% | +7.5% | +13.5% |
| YTD | +8.3% | +23.3% | -15.0% | +15.6% |
| 1Y | +46.1% | +10.5% | +35.7% | +48.9% |
| All | +46.1% | +10.1% | +36.0% | +48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 1y: compounded portfolio wealth divided by compounded MO 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…
1y analysis · Full analysis span regression · 6 months rolling