+118.8%
GOOGL vs O
+39.4%
+79.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.3% | -0.3% |
| 7D | +2.6% | +3.5% | -0.9% | +2.8% |
| 30D | -18.3% | +10.4% | -28.7% | -17.9% |
| 3M | -19.6% | -2.4% | -17.1% | -19.5% |
| 6M | -28.2% | -1.2% | -27.0% | -28.1% |
| YTD | -8.0% | +10.4% | -18.4% | -7.5% |
| 1Y | -0.7% | +11.4% | -12.1% | 0.0% |
| 3Y | +118.8% | +40.4% | +78.4% | +119.9% |
| All | +118.8% | +39.4% | +79.4% | +119.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling