+1,237.1%
AAPL vs CI
+143.6%
+1,093.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.5% |
| 7D | -3.0% | -1.1% | -1.9% | -2.7% |
| 30D | +2.3% | +0.5% | +1.8% | +2.2% |
| 3M | +8.6% | -5.2% | +13.8% | +10.0% |
| 6M | +21.6% | +4.3% | +17.2% | +19.5% |
| YTD | +16.3% | +2.8% | +13.5% | +14.5% |
| 1Y | +35.1% | -5.8% | +40.9% | +35.0% |
| 3Y | +79.4% | +4.7% | +74.6% | +66.9% |
| 5Y | +109.8% | +42.7% | +67.2% | +71.3% |
| 10Y | +1,237.1% | +141.0% | +1,096.1% | +836.8% |
| All | +1,237.1% | +143.6% | +1,093.5% | +836.8% |
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