+1,276.0%
AAPL vs CL
+76.2%
+1,199.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.4% | +1.0% | +1.9% |
| 7D | +3.7% | +0.5% | +3.1% | +3.5% |
| 30D | +4.2% | +11.6% | -7.4% | -0.4% |
| 3M | +12.0% | +5.6% | +6.4% | +9.4% |
| 6M | +19.8% | +13.2% | +6.6% | +13.5% |
| YTD | +29.3% | +26.9% | +2.4% | +16.2% |
| 1Y | +31.1% | +27.3% | +3.8% | +17.5% |
| 3Y | +94.9% | +39.7% | +55.1% | +62.5% |
| 5Y | +138.1% | +41.3% | +96.7% | +94.9% |
| 10Y | +1,276.0% | +76.3% | +1,199.7% | +929.8% |
| All | +1,276.0% | +76.2% | +1,199.8% | +929.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CL.
Daily Out/Under-Performance
Portfolio return minus CL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CL 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 CL 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