+26.7%
NFLX vs STX
+1,115.1%
-1,088.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +6.5% | -8.4% | -2.8% |
| 7D | -5.0% | +10.7% | -15.7% | -6.4% |
| 30D | +3.5% | +11.3% | -7.7% | +1.5% |
| 3M | -7.1% | +3.2% | -10.3% | -9.6% |
| 6M | -22.5% | +157.0% | -179.4% | -39.0% |
| YTD | -18.1% | +229.2% | -247.3% | -41.5% |
| 1Y | -38.3% | +381.8% | -420.2% | -62.6% |
| 3Y | +73.4% | +1,383.2% | -1,309.8% | -36.7% |
| 5Y | +26.7% | +1,144.9% | -1,118.2% | -48.0% |
| All | +26.7% | +1,115.1% | -1,088.4% | -48.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling