+579.9%
GOOGL vs SE
+589.8%
-9.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.9% |
| 7D | -2.3% | -6.1% | +3.8% | -1.2% |
| 30D | -6.6% | -2.5% | -4.1% | -6.5% |
| 3M | -8.9% | +21.7% | -30.7% | -12.7% |
| 6M | +11.9% | +27.0% | -15.1% | +6.0% |
| YTD | +8.3% | -12.1% | +20.5% | +9.0% |
| 1Y | +46.2% | -40.9% | +87.1% | +57.5% |
| 3Y | +151.9% | +191.0% | -39.1% | +95.7% |
| 5Y | +137.7% | -68.3% | +206.0% | +150.2% |
| All | +579.9% | +589.8% | -9.9% | +293.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling