+13,507.3%
GOOGL vs SO
+679.0%
+12,828.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.8% |
| 7D | -2.3% | -0.2% | -2.1% | -2.2% |
| 30D | -6.6% | -4.6% | -2.0% | -5.0% |
| 3M | -8.9% | -3.0% | -5.9% | -8.2% |
| 6M | +11.9% | -8.3% | +20.1% | +14.9% |
| YTD | +8.3% | +3.5% | +4.8% | +6.2% |
| 1Y | +46.2% | -0.9% | +47.1% | +45.3% |
| 3Y | +151.9% | +45.4% | +106.5% | +108.9% |
| 5Y | +137.7% | +59.6% | +78.1% | +87.2% |
| 10Y | +757.6% | +156.6% | +601.0% | +422.1% |
| All | +13,507.3% | +679.0% | +12,828.3% | +4,979.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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