-7.7%
NFLX vs STX
+480.6%
-488.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.2% | -1.7% | -2.7% |
| 7D | -4.4% | +16.8% | -21.2% | -6.1% |
| 30D | -11.0% | -27.0% | +16.0% | -8.3% |
| 3M | -15.5% | -37.9% | +22.4% | -11.9% |
| 6M | -28.5% | -32.5% | +4.0% | -28.2% |
| YTD | -33.1% | +98.6% | -131.7% | -49.9% |
| 1Y | -45.8% | +93.6% | -139.4% | -59.5% |
| 3Y | +40.2% | +699.1% | -658.9% | -44.3% |
| All | -7.7% | +480.6% | -488.4% | -58.7% |
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