+17,241.5%
NFLX vs CRM
+6,523.6%
+10,717.9%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.0% | +1.0% | -0.3% |
| 7D | -8.1% | -5.0% | -3.1% | -6.4% |
| 30D | -0.3% | +23.6% | -24.0% | -8.8% |
| 3M | -6.6% | +39.6% | -46.2% | -18.6% |
| 6M | -22.7% | +23.4% | -46.1% | -30.5% |
| YTD | -18.9% | -7.4% | -11.5% | -19.5% |
| 1Y | -39.8% | -2.3% | -37.5% | -41.8% |
| 3Y | +71.7% | +10.5% | +61.2% | +54.0% |
| 5Y | +27.2% | -4.7% | +32.0% | +19.5% |
| 10Y | +687.9% | +234.7% | +453.1% | +396.7% |
| All | +17,241.5% | +6,523.6% | +10,717.9% | +5,226.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CRM.
Daily Out/Under-Performance
Portfolio return minus CRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRM 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 all: compounded portfolio wealth divided by compounded CRM 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…
all analysis · Full analysis span regression · 6 months rolling