+755.6%
GOOGL vs SU
+267.2%
+488.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.9% | +1.8% |
| 7D | 0.0% | +2.2% | -2.2% | -0.5% |
| 30D | -1.4% | +8.4% | -9.8% | -3.1% |
| 3M | -5.3% | +12.1% | -17.4% | -7.9% |
| 6M | +9.8% | +19.7% | -9.9% | +4.7% |
| YTD | +8.4% | +58.4% | -50.1% | -3.1% |
| 1Y | +41.2% | +67.2% | -26.0% | +24.6% |
| 3Y | +149.6% | +125.0% | +24.5% | +102.7% |
| 5Y | +142.6% | +355.1% | -212.5% | +61.1% |
| All | +755.6% | +267.2% | +488.3% | +505.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 10y: compounded portfolio wealth divided by compounded SU 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…
10y analysis · Full analysis span regression · 6 months rolling