+29.0%
NFLX vs CSGP
-64.7%
+93.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.4% | -2.9% | -4.4% |
| 7D | -4.2% | -4.1% | -0.2% | -2.7% |
| 30D | +5.5% | +2.3% | +3.1% | +4.4% |
| 3M | -4.1% | -8.2% | +4.1% | -1.5% |
| 6M | -20.7% | -35.1% | +14.4% | -7.8% |
| YTD | -16.5% | -54.0% | +37.5% | +9.8% |
| 1Y | -37.8% | -65.3% | +27.5% | -8.3% |
| 3Y | +77.9% | -62.6% | +140.5% | +139.6% |
| All | +29.0% | -64.7% | +93.7% | +55.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling