+70.7%
NFLX vs COST
+69.9%
+0.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -8.1% | -2.5% | -5.6% | -7.0% |
| 30D | +1.6% | -4.4% | +6.1% | +3.6% |
| 3M | -7.3% | -8.1% | +0.8% | -4.1% |
| 6M | -21.6% | -9.2% | -12.3% | -18.7% |
| YTD | -18.9% | +5.1% | -24.0% | -21.5% |
| 1Y | -39.1% | -5.1% | -34.0% | -38.2% |
| All | +70.7% | +69.9% | +0.8% | +54.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling