+109.4%
AAPL vs C
+128.9%
-19.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.4% |
| 7D | +0.1% | +3.6% | -3.5% | -1.2% |
| 30D | +3.0% | +0.1% | +2.9% | +2.8% |
| 3M | +2.9% | +2.4% | +0.5% | +1.4% |
| 6M | +22.1% | +24.9% | -2.8% | +10.9% |
| YTD | +18.0% | +19.8% | -1.8% | +8.5% |
| 1Y | +33.9% | +44.9% | -10.9% | +13.6% |
| 3Y | +71.2% | +263.0% | -191.8% | -3.0% |
| All | +109.4% | +128.9% | -19.6% | +38.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling