+423.4%
NFLX vs EXC
+176.1%
+247.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.8% |
| 7D | +2.6% | -1.7% | +4.3% | +3.0% |
| 30D | -9.0% | +9.3% | -18.3% | -10.8% |
| 3M | -13.7% | +1.0% | -14.8% | -14.0% |
| 6M | -26.9% | +5.9% | -32.8% | -27.9% |
| YTD | -31.8% | +7.6% | -39.4% | -33.0% |
| 1Y | -42.1% | +2.4% | -44.5% | -42.5% |
| 3Y | +47.0% | +30.2% | +16.7% | +36.8% |
| 5Y | -2.5% | +41.4% | -43.9% | -12.2% |
| 10Y | +423.4% | +183.8% | +239.6% | +293.0% |
| All | +423.4% | +176.1% | +247.3% | +293.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling