+26.7%
NFLX vs COP
+186.3%
-159.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.5% | -2.0% |
| 7D | -5.0% | -0.8% | -4.2% | -4.9% |
| 30D | +3.5% | +15.6% | -12.0% | +1.2% |
| 3M | -7.1% | +14.3% | -21.4% | -9.2% |
| 6M | -22.5% | +17.0% | -39.5% | -24.6% |
| YTD | -18.1% | +47.4% | -65.6% | -23.5% |
| 1Y | -38.3% | +52.4% | -90.7% | -42.9% |
| 3Y | +73.4% | +20.8% | +52.6% | +65.0% |
| 5Y | +26.7% | +191.7% | -165.0% | +2.5% |
| All | +26.7% | +186.3% | -159.6% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside COP.
Daily Out/Under-Performance
Portfolio return minus COP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COP 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 COP 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