+2,808.8%
SOXX vs NFLX
+65,628.1%
-62,819.4%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NFLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | +3.0% | -8.1% | +11.1% | +4.7% |
| 30D | -3.1% | +1.6% | -4.8% | -3.7% |
| 3M | -4.4% | -7.3% | +2.9% | -3.7% |
| 6M | +52.9% | -21.6% | +74.5% | +58.8% |
| YTD | +72.0% | -18.9% | +90.9% | +76.6% |
| 1Y | +105.1% | -39.1% | +144.2% | +122.8% |
| 3Y | +220.6% | +71.7% | +148.9% | +179.1% |
| 5Y | +244.8% | +27.0% | +217.8% | +205.2% |
| 10Y | +1,537.1% | +687.7% | +849.5% | +928.7% |
| All | +2,808.8% | +65,628.1% | -62,819.4% | +372.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling