+19,695.8%
NFLX vs XRT
+514.3%
+19,181.5%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.0% | -6.3% | -6.0% |
| 7D | -4.2% | +0.8% | -5.1% | -4.8% |
| 30D | +5.5% | -4.2% | +9.6% | +8.2% |
| 3M | -4.1% | +5.1% | -9.1% | -7.2% |
| 6M | -20.7% | +2.4% | -23.1% | -22.5% |
| YTD | -16.5% | +3.2% | -19.7% | -19.1% |
| 1Y | -37.8% | +1.5% | -39.3% | -39.5% |
| 3Y | +77.9% | +40.6% | +37.3% | +34.7% |
| 5Y | +32.5% | -1.0% | +33.5% | +25.9% |
| 10Y | +703.6% | +128.4% | +575.1% | +279.9% |
| All | +19,695.8% | +514.3% | +19,181.5% | +4,380.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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