+69,175.7%
NFLX vs STX
+9,929.9%
+59,245.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | -0.2% |
| 7D | -2.0% | +14.6% | -16.6% | -4.9% |
| 30D | -11.9% | -26.0% | +14.0% | -7.2% |
| 3M | -20.6% | -42.6% | +22.1% | -12.8% |
| 6M | -29.0% | -35.3% | +6.2% | -26.4% |
| YTD | -33.7% | +92.5% | -126.2% | -49.2% |
| 1Y | -46.2% | +102.4% | -148.5% | -59.5% |
| 3Y | +39.8% | +673.8% | -634.0% | -28.8% |
| 5Y | -9.0% | +463.1% | -472.0% | -50.6% |
| 10Y | +441.5% | +2,014.6% | -1,573.1% | +100.3% |
| All | +69,175.7% | +9,929.9% | +59,245.8% | +11,157.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling