+700.7%
GOOGL vs O
+82.2%
+618.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +1.9% |
| 7D | +5.7% | -0.4% | +6.1% | +5.8% |
| 30D | -15.6% | +8.3% | -23.8% | -17.6% |
| 3M | -13.0% | -4.0% | -9.0% | -12.1% |
| 6M | -22.8% | -2.6% | -20.2% | -22.5% |
| YTD | -4.4% | +9.9% | -14.3% | -7.5% |
| 1Y | +4.5% | +9.8% | -5.4% | +1.0% |
| 3Y | +127.4% | +39.7% | +87.7% | +100.5% |
| 5Y | +102.8% | +9.2% | +93.7% | +93.4% |
| All | +700.7% | +82.2% | +618.5% | +574.0% |
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