-2.5%
NFLX vs CG
-16.4%
+13.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.6% | -5.7% | -1.5% |
| 7D | +2.6% | +3.0% | -0.5% | +1.4% |
| 30D | -9.0% | +10.1% | -19.2% | -12.3% |
| 3M | -13.7% | -10.8% | -2.9% | -10.6% |
| 6M | -26.9% | -15.2% | -11.7% | -23.3% |
| YTD | -31.8% | -26.9% | -4.9% | -25.4% |
| 1Y | -42.1% | -17.0% | -25.0% | -40.0% |
| 3Y | +47.0% | +54.6% | -7.7% | +3.2% |
| 5Y | -2.5% | -16.7% | +14.2% | -7.7% |
| All | -2.5% | -16.4% | +13.9% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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