+136,554.2%
AAPL vs CI
+8,152.1%
+128,402.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.6% | +2.2% |
| 7D | +1.8% | -1.3% | +3.0% | +2.0% |
| 30D | +4.3% | +6.4% | -2.1% | +2.9% |
| 3M | +16.6% | +10.7% | +6.0% | +14.0% |
| 6M | +21.6% | +5.5% | +16.1% | +19.8% |
| YTD | +31.2% | +11.4% | +19.8% | +27.3% |
| 1Y | +29.6% | +15.0% | +14.5% | +24.8% |
| 3Y | +93.1% | +9.0% | +84.1% | +83.1% |
| 5Y | +146.2% | +52.0% | +94.3% | +115.1% |
| 10Y | +1,326.9% | +150.9% | +1,176.0% | +994.9% |
| All | +136,554.2% | +8,152.1% | +128,402.1% | +43,313.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling