+1,997.3%
GOOGL vs PSX
+1,139.4%
+857.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.1% |
| 7D | -2.3% | +4.5% | -6.8% | -3.2% |
| 30D | -6.6% | +26.6% | -33.2% | -11.4% |
| 3M | -8.9% | +39.3% | -48.2% | -15.7% |
| 6M | +11.9% | +56.8% | -44.9% | +0.2% |
| YTD | +8.3% | +101.8% | -93.5% | -8.9% |
| 1Y | +46.2% | +99.6% | -53.4% | +22.9% |
| 3Y | +151.9% | +140.3% | +11.5% | +97.1% |
| 5Y | +137.7% | +339.3% | -201.6% | +53.6% |
| 10Y | +757.6% | +369.9% | +387.7% | +408.8% |
| All | +1,997.3% | +1,139.4% | +857.9% | +994.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling