+93.6%
AAPL vs C
+205.7%
-112.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.7% |
| 7D | -0.7% | -2.4% | +1.7% | +0.1% |
| 30D | +1.7% | -6.0% | +7.7% | +3.5% |
| 3M | +9.7% | -10.5% | +20.2% | +13.2% |
| 6M | +19.3% | -5.7% | +25.0% | +20.2% |
| YTD | +26.3% | +4.1% | +22.1% | +22.2% |
| 1Y | +27.4% | +20.5% | +6.9% | +16.6% |
| 3Y | +93.6% | +208.1% | -114.5% | +47.5% |
| All | +93.6% | +205.7% | -112.1% | +47.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling