+64,065.9%
NFLX vs XLK
+2,527.5%
+61,538.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.2% | -2.2% |
| 7D | -5.0% | +2.3% | -7.3% | -6.9% |
| 30D | +3.5% | -0.1% | +3.6% | +3.1% |
| 3M | -7.1% | +2.1% | -9.2% | -10.9% |
| 6M | -22.5% | +37.2% | -59.6% | -43.8% |
| YTD | -18.1% | +30.8% | -48.9% | -38.4% |
| 1Y | -38.3% | +42.6% | -80.9% | -57.5% |
| 3Y | +73.4% | +121.8% | -48.4% | -22.1% |
| 5Y | +26.7% | +145.7% | -119.0% | -47.1% |
| 10Y | +670.3% | +782.1% | -111.8% | +1.2% |
| All | +64,065.9% | +2,527.5% | +61,538.3% | +1,840.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 XLK 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