+132.5%
GOOGL vs SPXU
-85.9%
+218.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.4% | -3.7% | -1.7% |
| 7D | -1.9% | +1.3% | -3.1% | -1.3% |
| 30D | -7.5% | +5.1% | -12.6% | -5.3% |
| 3M | -9.2% | -9.1% | 0.0% | -11.7% |
| 6M | +8.1% | -29.6% | +37.6% | -4.1% |
| YTD | +5.8% | -27.7% | +33.5% | -4.6% |
| 1Y | +38.3% | -37.0% | +75.3% | +19.1% |
| 3Y | +144.8% | -80.2% | +224.9% | +45.7% |
| 5Y | +132.5% | -86.0% | +218.6% | +48.1% |
| All | +132.5% | -85.9% | +218.4% | +48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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