+667.6%
NFLX vs STX
+3,648.5%
-2,980.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.0% | +1.1% | -0.6% |
| 7D | -8.1% | +9.6% | -17.7% | -9.8% |
| 30D | -0.3% | +10.6% | -10.9% | -2.9% |
| 3M | -6.6% | +4.8% | -11.4% | -10.3% |
| 6M | -22.7% | +137.3% | -159.9% | -40.2% |
| YTD | -18.9% | +222.5% | -241.4% | -43.9% |
| 1Y | -39.8% | +366.2% | -406.0% | -63.9% |
| 3Y | +71.7% | +1,352.9% | -1,281.2% | -31.6% |
| 5Y | +27.2% | +1,077.4% | -1,050.2% | -46.8% |
| All | +667.6% | +3,648.5% | -2,980.9% | +131.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX 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 10y: compounded portfolio wealth divided by compounded STX 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…
10y analysis · Full analysis span regression · 6 months rolling