+26.7%
NFLX vs O
+14.8%
+11.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.8% |
| 7D | -5.0% | -0.6% | -4.4% | -4.9% |
| 30D | +3.5% | -2.0% | +5.5% | +4.1% |
| 3M | -7.1% | +3.0% | -10.1% | -7.7% |
| 6M | -22.5% | -3.6% | -18.8% | -21.8% |
| YTD | -18.1% | +12.1% | -30.2% | -20.5% |
| 1Y | -38.3% | +8.9% | -47.2% | -39.7% |
| 3Y | +73.4% | +30.3% | +43.0% | +58.0% |
| 5Y | +26.7% | +13.7% | +13.0% | +24.2% |
| All | +26.7% | +14.8% | +11.9% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 5y: compounded portfolio wealth divided by compounded O 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…
5y analysis · Full analysis span regression · 6 months rolling