-2.7%
NFLX vs CPB
-31.3%
+28.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.3% | -2.0% | -3.3% |
| 7D | +2.1% | +8.0% | -5.8% | +2.3% |
| 30D | -9.0% | +22.4% | -31.4% | -8.6% |
| 3M | -14.0% | +2.5% | -16.5% | -14.1% |
| 6M | -28.2% | +12.2% | -40.4% | -27.7% |
| YTD | -32.4% | -12.8% | -19.6% | -33.8% |
| 1Y | -42.2% | -19.2% | -23.0% | -43.9% |
| 3Y | +45.9% | -35.6% | +81.4% | +37.8% |
| All | -2.7% | -31.3% | +28.7% | -6.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling