+1,278.0%
AAPL vs CHD
+126.1%
+1,151.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.7% |
| 7D | +3.8% | -4.5% | +8.3% | +5.2% |
| 30D | +9.9% | -6.7% | +16.7% | +12.1% |
| 3M | +12.5% | -2.7% | +15.2% | +13.2% |
| 6M | +27.6% | -4.9% | +32.6% | +29.1% |
| YTD | +22.6% | +13.3% | +9.2% | +17.5% |
| 1Y | +45.0% | +1.0% | +44.0% | +43.4% |
| 3Y | +87.8% | +1.3% | +86.4% | +82.4% |
| 5Y | +128.7% | +20.8% | +107.8% | +103.9% |
| All | +1,278.0% | +126.1% | +1,151.9% | +950.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 10y: compounded portfolio wealth divided by compounded CHD 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…
10y analysis · Full analysis span regression · 6 months rolling