+177.5%
XYZ vs ROKU
+875.4%
-697.9%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.7% |
| 7D | -5.2% | -2.6% | -2.5% | -4.2% |
| 30D | 0.0% | +2.1% | -2.1% | -0.8% |
| 3M | +18.7% | +31.8% | -13.1% | +5.6% |
| 6M | +20.5% | +53.3% | -32.7% | +1.3% |
| YTD | +21.5% | +42.1% | -20.6% | +5.3% |
| 1Y | +7.2% | +62.3% | -55.1% | -12.2% |
| 3Y | +49.0% | +84.6% | -35.7% | +8.9% |
| 5Y | -68.1% | -53.1% | -15.0% | -67.3% |
| All | +177.5% | +875.4% | -697.9% | +70.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROKU.
Daily Out/Under-Performance
Portfolio return minus ROKU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROKU 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ROKU 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling