+29.9%
AAPL vs CB
+34.9%
-5.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.1% | +3.2% | +4.9% |
| 7D | +1.7% | +5.3% | -3.6% | +0.6% |
| 30D | +5.0% | +13.2% | -8.2% | +2.5% |
| 3M | +13.1% | +7.8% | +5.3% | +11.5% |
| 6M | +26.5% | +15.8% | +10.7% | +23.6% |
| YTD | +28.9% | +21.0% | +7.9% | +25.2% |
| 1Y | +29.9% | +32.2% | -2.3% | +27.8% |
| All | +29.9% | +34.9% | -5.0% | +27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 1y: compounded portfolio wealth divided by compounded CB 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…
1y analysis · Full analysis span regression · 6 months rolling