-48.9%
RBLX vs EXEL
+192.6%
-241.5%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.4% | +1.3% |
| 7D | +8.1% | -2.9% | +11.0% | +9.0% |
| 30D | +23.9% | +11.9% | +12.0% | +19.8% |
| 3M | +8.1% | +9.2% | -1.1% | +5.6% |
| 6M | -23.7% | +39.1% | -62.8% | -30.8% |
| YTD | -44.6% | +31.0% | -75.6% | -49.0% |
| 1Y | -66.2% | +52.3% | -118.5% | -70.4% |
| 3Y | +54.7% | +159.7% | -105.0% | +5.6% |
| 5Y | -48.9% | +187.7% | -236.7% | -68.9% |
| All | -48.9% | +192.6% | -241.5% | -68.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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