+65,302.9%
NFLX vs EXC
+456.1%
+64,846.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.1% | -4.3% | -5.0% |
| 7D | -4.2% | +0.3% | -4.5% | -4.3% |
| 30D | +5.5% | -3.7% | +9.2% | +6.8% |
| 3M | -4.1% | -1.3% | -2.8% | -3.7% |
| 6M | -20.7% | -9.7% | -11.0% | -18.1% |
| YTD | -16.5% | +2.9% | -19.4% | -17.7% |
| 1Y | -37.8% | +4.4% | -42.2% | -39.0% |
| 3Y | +77.9% | +22.2% | +55.7% | +61.7% |
| 5Y | +32.5% | +46.7% | -14.2% | +11.0% |
| 10Y | +703.6% | +155.3% | +548.2% | +414.6% |
| All | +65,302.9% | +456.1% | +64,846.8% | +16,761.6% |
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