+137.7%
GOOGL vs SE
-67.4%
+205.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.2% |
| 7D | +1.1% | +0.6% | +0.5% | +1.0% |
| 30D | -4.4% | -0.1% | -4.3% | -4.8% |
| 3M | -6.8% | +34.1% | -40.9% | -12.1% |
| 6M | +13.6% | +23.2% | -9.6% | +8.3% |
| YTD | +8.3% | -11.2% | +19.5% | +8.7% |
| 1Y | +44.9% | -40.5% | +85.5% | +55.8% |
| 3Y | +150.5% | +196.3% | -45.8% | +95.2% |
| 5Y | +137.7% | -67.0% | +204.8% | +132.8% |
| All | +137.7% | -67.4% | +205.2% | +132.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 5y: compounded portfolio wealth divided by compounded SE 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…
5y analysis · Full analysis span regression · 6 months rolling