+46.1%
GOOGL vs PSX
+101.0%
-54.9%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.3% | -1.1% |
| 7D | -2.3% | +4.5% | -6.9% | -1.7% |
| 30D | -6.6% | +26.6% | -33.2% | -3.2% |
| 3M | -9.0% | +39.3% | -48.3% | -4.2% |
| 6M | +11.8% | +56.8% | -45.0% | +18.4% |
| YTD | +8.3% | +101.8% | -93.5% | +13.1% |
| 1Y | +46.1% | +99.6% | -53.5% | +50.4% |
| All | +46.1% | +101.0% | -54.9% | +50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 1y: compounded portfolio wealth divided by compounded PSX 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…
1y analysis · Full analysis span regression · 6 months rolling