+61.6%
AAPL vs CAI
-8.1%
+69.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.2% |
| 7D | -2.7% | +0.2% | -2.9% | -2.7% |
| 30D | +1.0% | +9.1% | -8.1% | +0.8% |
| 3M | +5.0% | +53.8% | -48.8% | +4.1% |
| 6M | +23.0% | +33.5% | -10.5% | +22.0% |
| YTD | +16.6% | -8.0% | +24.6% | +16.4% |
| 1Y | +33.4% | -28.7% | +62.1% | +33.7% |
| All | +61.6% | -8.1% | +69.7% | +64.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded CAI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling