+143.3%
AAPL vs CB
+107.6%
+35.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | 0.0% |
| 7D | +4.1% | +2.9% | +1.2% | +3.1% |
| 30D | +4.0% | +7.3% | -3.3% | +1.5% |
| 3M | +16.8% | +9.4% | +7.4% | +13.3% |
| 6M | +19.4% | +19.6% | -0.2% | +12.1% |
| YTD | +31.5% | +21.5% | +10.0% | +22.5% |
| 1Y | +31.0% | +28.0% | +3.0% | +19.7% |
| 3Y | +95.3% | +74.9% | +20.4% | +54.9% |
| All | +143.3% | +107.6% | +35.7% | +79.8% |
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 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