+692.8%
GOOGL vs PSX
+368.0%
+324.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.7% | -1.1% |
| 7D | +3.9% | +7.8% | -3.9% | +2.3% |
| 30D | -14.9% | -10.9% | -4.0% | -13.1% |
| 3M | -14.6% | +14.5% | -29.0% | -17.3% |
| 6M | -26.4% | +56.1% | -82.6% | -33.7% |
| YTD | -5.3% | +109.6% | -114.9% | -20.9% |
| 1Y | +6.5% | +95.5% | -89.1% | -9.8% |
| 3Y | +126.0% | +156.2% | -30.1% | +74.6% |
| 5Y | +100.8% | +310.0% | -209.2% | +32.8% |
| All | +692.8% | +368.0% | +324.8% | +389.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling