+63,447.4%
NFLX vs SCHW
+1,151.1%
+62,296.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | -8.1% | -1.6% | -6.5% | -7.6% |
| 30D | -0.3% | -1.1% | +0.7% | 0.0% |
| 3M | -6.6% | +20.4% | -27.0% | -12.3% |
| 6M | -22.7% | +13.6% | -36.3% | -26.2% |
| YTD | -18.9% | +7.7% | -26.6% | -21.6% |
| 1Y | -39.8% | +15.2% | -55.0% | -43.1% |
| 3Y | +71.7% | +87.1% | -15.4% | +35.5% |
| 5Y | +27.2% | +57.5% | -30.2% | +3.4% |
| 10Y | +687.9% | +295.1% | +392.8% | +330.0% |
| All | +63,447.4% | +1,151.1% | +62,296.3% | +16,991.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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