+91.4%
ORCL vs NFLX
+31.6%
+59.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NFLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -5.3% | +8.4% | +4.2% |
| 7D | +5.3% | -4.2% | +9.5% | +6.1% |
| 30D | +10.0% | +5.5% | +4.5% | +8.6% |
| 3M | -32.6% | -4.1% | -28.5% | -32.2% |
| 6M | +4.9% | -20.7% | +25.6% | +9.5% |
| YTD | -17.8% | -16.5% | -1.2% | -15.4% |
| 1Y | -28.0% | -37.8% | +9.8% | -21.3% |
| 3Y | +36.0% | +77.9% | -41.9% | +20.3% |
| All | +91.4% | +31.6% | +59.9% | +65.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NFLX.
Daily Out/Under-Performance
Portfolio return minus NFLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NFLX 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 NFLX 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