+52,899.3%
NFLX vs EXC
+481.4%
+52,418.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.0% | -1.3% | -2.6% |
| 7D | +2.1% | -1.2% | +3.3% | +2.6% |
| 30D | -9.0% | +10.0% | -19.0% | -11.9% |
| 3M | -14.0% | +1.6% | -15.6% | -14.5% |
| 6M | -28.2% | +3.3% | -31.4% | -29.1% |
| YTD | -32.4% | +7.6% | -39.9% | -34.3% |
| 1Y | -42.2% | +3.5% | -45.7% | -43.1% |
| 3Y | +45.9% | +27.7% | +18.2% | +30.9% |
| 5Y | -1.8% | +41.1% | -42.9% | -16.4% |
| 10Y | +419.6% | +178.2% | +241.4% | +222.7% |
| All | +52,899.3% | +481.4% | +52,418.0% | +13,353.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling