+65,302.9%
NFLX vs EXEL
+637.6%
+64,665.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.2% | -5.1% | -5.3% |
| 7D | -4.2% | +8.4% | -12.6% | -5.5% |
| 30D | +5.5% | +4.1% | +1.4% | +4.7% |
| 3M | -4.1% | +12.4% | -16.5% | -6.0% |
| 6M | -20.7% | +41.5% | -62.2% | -25.5% |
| YTD | -16.5% | +34.6% | -51.2% | -21.1% |
| 1Y | -37.8% | +57.9% | -95.6% | -43.0% |
| 3Y | +77.9% | +159.5% | -81.6% | +45.9% |
| 5Y | +32.5% | +198.5% | -166.0% | +5.0% |
| 10Y | +703.6% | +411.4% | +292.2% | +441.1% |
| All | +65,302.9% | +637.6% | +64,665.3% | +23,049.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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