+132.5%
GOOGL vs O
+12.6%
+120.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -1.9% |
| 7D | -1.9% | -2.3% | +0.4% | -1.3% |
| 30D | -7.5% | -2.4% | -5.0% | -6.9% |
| 3M | -9.2% | -0.6% | -8.6% | -9.3% |
| 6M | +8.1% | -5.0% | +13.1% | +9.2% |
| YTD | +5.8% | +10.4% | -4.5% | +2.6% |
| 1Y | +38.3% | +6.6% | +31.8% | +35.3% |
| 3Y | +144.8% | +28.4% | +116.4% | +120.5% |
| 5Y | +132.5% | +15.3% | +117.3% | +121.3% |
| All | +132.5% | +12.6% | +120.0% | +121.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling