+79.9%
AAPL vs CEG
+181.7%
-101.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -2.7% | +6.7% | -9.4% | -3.2% |
| 30D | +1.0% | +11.0% | -10.0% | +0.1% |
| 3M | +5.0% | +19.5% | -14.5% | +3.3% |
| 6M | +23.0% | -5.9% | +28.9% | +23.1% |
| YTD | +16.6% | -15.0% | +31.6% | +17.7% |
| 1Y | +33.4% | +0.6% | +32.8% | +31.8% |
| 3Y | +79.9% | +180.6% | -100.7% | +49.2% |
| All | +79.9% | +181.7% | -101.8% | +49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CEG.
Daily Out/Under-Performance
Portfolio return minus CEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CEG 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 3y: compounded portfolio wealth divided by compounded CEG 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…
3y analysis · Full analysis span regression · 6 months rolling