+681.8%
NFLX vs CSGP
+45.2%
+636.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.4% | -2.9% | -4.3% |
| 7D | -4.2% | -4.1% | -0.2% | -2.6% |
| 30D | +5.5% | +2.3% | +3.1% | +4.3% |
| 3M | -4.1% | -8.2% | +4.1% | -1.3% |
| 6M | -20.7% | -35.1% | +14.4% | -6.5% |
| YTD | -16.5% | -54.0% | +37.5% | +12.1% |
| 1Y | -37.8% | -65.3% | +27.5% | -6.1% |
| 3Y | +77.9% | -62.6% | +140.5% | +146.4% |
| 5Y | +32.5% | -64.8% | +97.3% | +82.6% |
| All | +681.8% | +45.2% | +636.6% | +421.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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