+226.8%
SOXX vs NFLX
+74.7%
+152.1%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NFLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.8% | 0.0% | +1.5% |
| 7D | +1.4% | -1.1% | +2.5% | +1.6% |
| 30D | -3.6% | +4.3% | -7.9% | -4.8% |
| 3M | -10.2% | -4.8% | -5.4% | -9.5% |
| 6M | +54.2% | -18.4% | +72.7% | +61.3% |
| YTD | +75.2% | -17.4% | +92.7% | +81.7% |
| 1Y | +107.5% | -35.7% | +143.2% | +136.6% |
| 3Y | +226.8% | +73.8% | +153.0% | +185.4% |
| All | +226.8% | +74.7% | +152.1% | +185.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling