+33.9%
AAPL vs CDE
+54.5%
-20.6%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.9% | -0.6% | -2.4% |
| 7D | +0.1% | +0.5% | -0.4% | +0.1% |
| 30D | +3.0% | +21.9% | -18.9% | +2.1% |
| 3M | +2.9% | +14.9% | -12.0% | +2.1% |
| 6M | +22.1% | -10.5% | +32.6% | +21.5% |
| YTD | +18.0% | +19.3% | -1.2% | +16.2% |
| 1Y | +33.9% | +50.8% | -16.9% | +23.3% |
| All | +33.9% | +54.5% | -20.6% | +23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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