+1,254.4%
AAPL vs BP
+137.6%
+1,116.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.9% | +2.7% | +3.3% |
| 7D | -0.5% | +5.7% | -6.2% | -1.9% |
| 30D | +7.1% | +8.1% | -1.0% | +5.0% |
| 3M | +12.1% | +8.6% | +3.5% | +9.3% |
| 6M | +25.4% | +18.1% | +7.3% | +18.9% |
| YTD | +20.5% | +37.6% | -17.2% | +9.2% |
| 1Y | +44.5% | +39.4% | +5.1% | +30.3% |
| 3Y | +85.8% | +40.1% | +45.7% | +64.8% |
| 5Y | +124.8% | +141.3% | -16.6% | +68.0% |
| All | +1,254.4% | +137.6% | +1,116.7% | +986.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 10y: compounded portfolio wealth divided by compounded BP 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…
10y analysis · Full analysis span regression · 6 months rolling