+122,851.5%
AAPL vs CI
+7,591.2%
+115,260.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.2% | -2.2% |
| 7D | +0.1% | +1.3% | -1.2% | -0.2% |
| 30D | +3.0% | +4.4% | -1.5% | +2.0% |
| 3M | +2.9% | +0.7% | +2.2% | +2.6% |
| 6M | +22.1% | +0.3% | +21.8% | +21.5% |
| YTD | +18.0% | +3.8% | +14.2% | +16.4% |
| 1Y | +33.9% | -5.5% | +39.4% | +33.8% |
| 3Y | +71.2% | +8.1% | +63.1% | +62.4% |
| 5Y | +112.6% | +42.8% | +69.8% | +88.3% |
| 10Y | +1,198.8% | +143.9% | +1,054.9% | +903.1% |
| All | +122,851.5% | +7,591.2% | +115,260.3% | +39,590.1% |
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