+755.6%
GOOGL vs PSX
+386.4%
+369.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.4% | +1.4% | +1.7% |
| 7D | 0.0% | +1.7% | -1.7% | -0.4% |
| 30D | -1.4% | +15.6% | -17.0% | -4.4% |
| 3M | -5.3% | +46.5% | -51.8% | -13.0% |
| 6M | +9.8% | +55.0% | -45.2% | -1.0% |
| YTD | +8.4% | +105.3% | -96.9% | -8.8% |
| 1Y | +41.2% | +101.6% | -60.4% | +19.0% |
| 3Y | +149.6% | +134.1% | +15.4% | +97.6% |
| 5Y | +142.6% | +368.7% | -226.1% | +53.9% |
| All | +755.6% | +386.4% | +369.1% | +421.5% |
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