-2.7%
NFLX vs RY
+122.0%
-124.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.3% | -2.0% | -2.6% |
| 7D | +2.1% | -0.9% | +3.0% | +2.7% |
| 30D | -9.0% | +5.9% | -14.9% | -11.9% |
| 3M | -14.0% | -4.3% | -9.7% | -12.0% |
| 6M | -28.2% | +12.1% | -40.3% | -33.4% |
| YTD | -32.4% | +20.3% | -52.6% | -40.1% |
| 1Y | -42.2% | +41.0% | -83.2% | -54.0% |
| 3Y | +45.9% | +157.5% | -111.7% | -26.1% |
| All | -2.7% | +122.0% | -124.7% | -43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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