-39.3%
NFLX vs EXC
+1.0%
-40.3%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.6% | +3.1% | +4.2% |
| 7D | +7.1% | +3.3% | +3.8% | +6.1% |
| 30D | -1.6% | +13.3% | -14.9% | -4.9% |
| 3M | -9.8% | +1.8% | -11.6% | -10.4% |
| 6M | -27.1% | +1.1% | -28.2% | -27.4% |
| YTD | -29.2% | +9.0% | -38.2% | -29.0% |
| 1Y | -39.3% | +3.4% | -42.6% | -38.0% |
| All | -39.3% | +1.0% | -40.3% | -38.0% |
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