-37.8%
NFLX vs EXC
+2.6%
-40.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.0% | -3.3% | -4.9% |
| 7D | -4.2% | -0.7% | -3.6% | -4.0% |
| 30D | +5.5% | -4.6% | +10.1% | +6.6% |
| 3M | -4.1% | -2.2% | -1.8% | -3.3% |
| 6M | -20.7% | -10.6% | -10.1% | -19.1% |
| YTD | -16.5% | +1.9% | -18.5% | -14.9% |
| 1Y | -37.8% | +3.4% | -41.2% | -37.2% |
| All | -37.8% | +2.6% | -40.3% | -37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 1y: compounded portfolio wealth divided by compounded EXC 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…
1y analysis · Full analysis span regression · 6 months rolling