+1,361.6%
AAPL vs C
+216.7%
+1,144.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +3.2% | +4.7% | -1.5% | +1.4% |
| 30D | +4.1% | +0.2% | +3.9% | +3.9% |
| 3M | +17.5% | -9.3% | +26.8% | +21.5% |
| 6M | +20.6% | -0.8% | +21.4% | +19.8% |
| YTD | +31.0% | +8.5% | +22.5% | +25.0% |
| 1Y | +30.2% | +23.1% | +7.1% | +18.2% |
| 3Y | +92.9% | +220.8% | -127.9% | +18.6% |
| 5Y | +142.4% | +112.4% | +30.0% | +71.3% |
| All | +1,361.6% | +216.7% | +1,144.9% | +806.5% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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