+122,851.5%
AAPL vs CCL
+813.5%
+122,038.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.5% |
| 7D | +0.1% | -5.0% | +5.1% | +1.3% |
| 30D | +3.0% | -20.3% | +23.3% | +8.4% |
| 3M | +2.9% | -15.1% | +18.0% | +6.4% |
| 6M | +22.1% | -15.1% | +37.2% | +25.2% |
| YTD | +18.0% | -21.8% | +39.8% | +22.9% |
| 1Y | +33.9% | -24.8% | +58.7% | +39.7% |
| 3Y | +71.2% | +51.9% | +19.3% | +46.0% |
| 5Y | +112.6% | +4.0% | +108.6% | +83.0% |
| 10Y | +1,198.8% | -42.2% | +1,241.0% | +958.8% |
| All | +122,851.5% | +813.5% | +122,038.1% | +37,399.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CCL.
Daily Out/Under-Performance
Portfolio return minus CCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCL 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 all: compounded portfolio wealth divided by compounded CCL 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…
all analysis · Full analysis span regression · 6 months rolling