+140.1%
GOOGL vs SU
+348.9%
-208.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.9% | +1.8% |
| 7D | 0.0% | +2.2% | -2.2% | -0.3% |
| 30D | -1.4% | +8.4% | -9.8% | -2.5% |
| 3M | -5.3% | +12.1% | -17.4% | -7.0% |
| 6M | +9.8% | +19.7% | -9.9% | +6.1% |
| YTD | +8.4% | +58.4% | -50.1% | -0.5% |
| 1Y | +41.2% | +67.2% | -26.0% | +28.3% |
| 3Y | +149.6% | +125.0% | +24.5% | +112.8% |
| All | +140.1% | +348.9% | -208.8% | +83.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling