+13,271.7%
GOOGL vs XLK
+2,550.8%
+10,720.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +1.8% |
| 7D | -2.8% | -0.4% | -2.4% | -2.5% |
| 30D | -3.2% | -0.5% | -2.7% | -3.1% |
| 3M | -6.6% | +5.0% | -11.6% | -12.0% |
| 6M | +8.5% | +32.9% | -24.4% | -18.4% |
| YTD | +6.5% | +29.0% | -22.5% | -18.2% |
| 1Y | +39.4% | +37.8% | +1.6% | +0.6% |
| 3Y | +146.2% | +118.7% | +27.5% | +12.3% |
| 5Y | +138.3% | +145.6% | -7.2% | -2.5% |
| 10Y | +751.7% | +791.5% | -39.8% | +0.4% |
| All | +13,271.7% | +2,550.8% | +10,720.9% | +507.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 XLK 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