+740.7%
GOOGL vs O
+54.2%
+686.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.8% |
| 7D | -2.8% | -3.5% | +0.7% | -1.8% |
| 30D | -3.2% | -3.3% | +0.1% | -2.3% |
| 3M | -6.6% | -2.8% | -3.8% | -6.0% |
| 6M | +8.5% | -5.8% | +14.2% | +10.0% |
| YTD | +6.5% | +9.4% | -2.9% | +3.2% |
| 1Y | +39.4% | +5.7% | +33.8% | +36.5% |
| 3Y | +146.2% | +27.2% | +119.0% | +124.0% |
| 5Y | +138.3% | +17.2% | +121.2% | +122.5% |
| All | +740.7% | +54.2% | +686.4% | +629.8% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 10y: compounded portfolio wealth divided by compounded O 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…
10y analysis · Full analysis span regression · 6 months rolling