+79.9%
AAPL vs CHRW
+86.2%
-6.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.8% | -1.4% |
| 7D | -2.7% | +1.9% | -4.7% | -3.0% |
| 30D | +1.0% | +0.9% | +0.1% | +0.8% |
| 3M | +5.0% | -19.9% | +24.8% | +7.8% |
| 6M | +23.0% | -15.8% | +38.8% | +24.7% |
| YTD | +16.6% | -5.6% | +22.2% | +15.3% |
| 1Y | +33.4% | +21.0% | +12.4% | +24.7% |
| 3Y | +79.9% | +86.0% | -6.2% | +51.5% |
| All | +79.9% | +86.2% | -6.3% | +51.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CHRW.
Daily Out/Under-Performance
Portfolio return minus CHRW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHRW 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 CHRW 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