+109.4%
AAPL vs CB
+99.7%
+9.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.9% | -0.6% | -1.9% |
| 7D | +0.1% | +0.5% | -0.4% | -0.1% |
| 30D | +3.0% | -3.1% | +6.1% | +4.1% |
| 3M | +2.9% | +9.0% | -6.1% | -0.3% |
| 6M | +22.1% | +2.9% | +19.3% | +20.6% |
| YTD | +18.0% | +10.1% | +7.9% | +13.6% |
| 1Y | +33.9% | +22.8% | +11.1% | +23.6% |
| 3Y | +71.2% | +73.8% | -2.6% | +33.9% |
| All | +109.4% | +99.7% | +9.7% | +54.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling