+1,306.6%
AAPL vs CI
+147.8%
+1,158.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.5% | -3.2% | -1.3% |
| 7D | +5.0% | +2.6% | +2.4% | +4.3% |
| 30D | +3.5% | +7.3% | -3.8% | +1.5% |
| 3M | +13.1% | +9.5% | +3.6% | +10.1% |
| 6M | +19.0% | +6.4% | +12.6% | +16.4% |
| YTD | +28.5% | +12.0% | +16.5% | +23.4% |
| 1Y | +29.7% | +20.1% | +9.6% | +22.0% |
| 3Y | +89.2% | +9.6% | +79.7% | +74.5% |
| 5Y | +141.2% | +52.7% | +88.5% | +92.9% |
| 10Y | +1,306.6% | +150.3% | +1,156.3% | +838.6% |
| All | +1,306.6% | +147.8% | +1,158.8% | +838.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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