-8.5%
NFLX vs COST
+125.1%
-133.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.1% | -1.6% |
| 7D | -2.0% | +5.0% | -7.0% | -4.8% |
| 30D | -11.9% | +12.8% | -24.7% | -18.1% |
| 3M | -20.6% | +15.2% | -35.7% | -27.1% |
| 6M | -29.0% | +7.4% | -36.4% | -32.3% |
| YTD | -33.7% | +29.0% | -62.8% | -44.0% |
| 1Y | -46.2% | +20.3% | -66.4% | -52.5% |
| 3Y | +39.8% | +99.0% | -59.2% | -14.8% |
| All | -8.5% | +125.1% | -133.6% | -50.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling