-39.3%
NFLX vs COST
+12.8%
-52.1%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.7% | +2.0% | +3.8% |
| 7D | +7.1% | +6.6% | +0.5% | +5.0% |
| 30D | -1.6% | +13.5% | -15.1% | -5.3% |
| 3M | -9.8% | +10.6% | -20.3% | -12.6% |
| 6M | -27.1% | +3.6% | -30.7% | -28.7% |
| YTD | -29.2% | +22.1% | -51.3% | -32.4% |
| 1Y | -39.3% | +11.9% | -51.2% | -43.4% |
| All | -39.3% | +12.8% | -52.1% | -43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COST.
Daily Out/Under-Performance
Portfolio return minus COST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COST 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 1y: compounded portfolio wealth divided by compounded COST 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…
1y analysis · Full analysis span regression · 6 months rolling