+13,507.3%
GOOGL vs PPL
+309.2%
+13,198.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -2.3% | +2.7% | -4.9% | -3.2% |
| 30D | -6.6% | +0.5% | -7.0% | -6.8% |
| 3M | -8.9% | +0.7% | -9.6% | -9.5% |
| 6M | +11.9% | -7.6% | +19.5% | +14.4% |
| YTD | +8.3% | +1.8% | +6.5% | +6.6% |
| 1Y | +46.2% | -0.8% | +47.0% | +45.0% |
| 3Y | +151.9% | +56.9% | +95.0% | +104.0% |
| 5Y | +137.7% | +39.5% | +98.2% | +100.8% |
| 10Y | +757.6% | +55.4% | +702.2% | +556.3% |
| All | +13,507.3% | +309.2% | +13,198.1% | +5,782.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 all: compounded portfolio wealth divided by compounded PPL 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…
all analysis · Full analysis span regression · 6 months rolling