+423.4%
NFLX vs CSGP
+72.5%
+350.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.3% | -1.4% | -0.1% |
| 7D | +2.6% | -1.8% | +4.4% | +3.4% |
| 30D | -9.0% | +5.3% | -14.3% | -11.9% |
| 3M | -13.7% | +3.3% | -17.1% | -16.0% |
| 6M | -26.9% | -4.7% | -22.2% | -26.9% |
| YTD | -31.8% | -53.5% | +21.7% | -9.8% |
| 1Y | -42.1% | -53.7% | +11.7% | -23.4% |
| 3Y | +47.0% | -59.7% | +106.7% | +95.2% |
| 5Y | -2.5% | -62.5% | +60.0% | +29.6% |
| 10Y | +423.4% | +67.3% | +356.1% | +232.6% |
| All | +423.4% | +72.5% | +350.8% | +232.6% |
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