+198,930.9%
AAPL vs CHRW
+4,173.0%
+194,757.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.6% | -2.8% |
| 7D | +0.1% | -1.4% | +1.5% | +0.5% |
| 30D | +3.0% | -3.5% | +6.4% | +4.0% |
| 3M | +2.9% | -19.4% | +22.3% | +8.5% |
| 6M | +22.1% | -21.4% | +43.5% | +28.9% |
| YTD | +18.0% | -7.1% | +25.1% | +17.3% |
| 1Y | +33.9% | +17.8% | +16.1% | +22.1% |
| 3Y | +71.2% | +78.8% | -7.6% | +32.6% |
| 5Y | +112.6% | +83.5% | +29.1% | +60.5% |
| 10Y | +1,198.8% | +160.2% | +1,038.5% | +750.6% |
| All | +198,930.9% | +4,173.0% | +194,757.9% | +51,735.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling