+687.9%
NFLX vs CPB
-44.2%
+732.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.5% | -1.0% |
| 7D | -8.1% | -8.0% | -0.1% | -7.8% |
| 30D | -0.3% | -2.4% | +2.1% | -0.2% |
| 3M | -6.6% | +0.5% | -7.1% | -6.6% |
| 6M | -22.7% | -10.5% | -12.2% | -22.5% |
| YTD | -18.9% | -17.5% | -1.4% | -18.6% |
| 1Y | -39.8% | -31.0% | -8.8% | -39.4% |
| 3Y | +71.7% | -40.6% | +112.3% | +72.7% |
| 5Y | +27.2% | -37.7% | +65.0% | +26.5% |
| 10Y | +687.9% | -43.4% | +731.3% | +671.5% |
| All | +687.9% | -44.2% | +732.1% | +671.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 10y: compounded portfolio wealth divided by compounded CPB 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…
10y analysis · Full analysis span regression · 6 months rolling