-2.5%
NFLX vs O
+11.2%
-13.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.6% |
| 7D | +2.6% | +3.3% | -0.8% | +1.7% |
| 30D | -9.0% | +10.3% | -19.4% | -11.5% |
| 3M | -13.7% | -3.5% | -10.3% | -13.0% |
| 6M | -26.9% | -1.3% | -25.6% | -26.7% |
| YTD | -31.8% | +10.3% | -42.1% | -33.6% |
| 1Y | -42.1% | +10.4% | -52.5% | -43.6% |
| 3Y | +47.0% | +40.0% | +7.0% | +27.4% |
| 5Y | -2.5% | +12.4% | -14.9% | -5.3% |
| All | -2.5% | +11.2% | -13.7% | -5.3% |
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