-2.7%
NFLX vs CSGP
-63.4%
+60.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.7% | +1.4% | -1.5% |
| 7D | +2.1% | +1.3% | +0.9% | +1.6% |
| 30D | -9.0% | +10.7% | -19.7% | -13.4% |
| 3M | -14.0% | +3.3% | -17.2% | -16.0% |
| 6M | -28.2% | -10.3% | -17.8% | -26.5% |
| YTD | -32.4% | -54.6% | +22.2% | -11.2% |
| 1Y | -42.2% | -54.6% | +12.4% | -24.2% |
| 3Y | +45.9% | -60.3% | +106.2% | +88.6% |
| All | -2.7% | -63.4% | +60.7% | +24.2% |
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