GOOGL (GOOGL)

Daily ERM3 factor decomposition: how much of GOOGL's variance is explained by the market, its sector, and its subsector — and the ETF notionals that would neutralize each layer.

Price
$356.56
Market cap
$4.37T
23-day vol
29.1%
Sector proxy
XLC
Subsector proxy
FDN

Risk DNA

33% of GOOGL's variance is systematic (explainable by market, sector, and subsector factors); the rest is stock-specific.

Market 28.5%Sector 5.4%Subsector 0.0%Stock-specific 66.1%

ETF hedge ratios

Dollars of ETF to short per $1 of GOOGL held — executable hedge weights, not regression betas. L1 hedges market only; L3 adds sector and subsector layers.

LevelMarket (SPY)Sector (XLC)Subsector (FDN)Explained risk
L1$-1.3228.7%
L2$-0.95$-0.5134.2%
L3$-1.04$-0.53$0.0933.3%

Data as of June 12, 2026. Updated daily from the ERM3 pipeline.

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