+122,851.6%
AAPL vs CLX
+2,386.6%
+120,465.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.2% | -2.2% |
| 7D | +0.1% | -9.2% | +9.3% | +2.5% |
| 30D | +3.0% | -11.0% | +14.0% | +6.0% |
| 3M | +2.9% | +5.0% | -2.1% | +1.2% |
| 6M | +22.1% | -18.8% | +40.9% | +27.8% |
| YTD | +18.0% | -4.4% | +22.4% | +18.1% |
| 1Y | +33.9% | -21.9% | +55.8% | +41.0% |
| 3Y | +71.2% | -32.8% | +103.9% | +85.3% |
| 5Y | +112.6% | -34.6% | +147.2% | +127.8% |
| 10Y | +1,198.8% | -4.7% | +1,203.5% | +1,123.6% |
| All | +122,851.6% | +2,386.6% | +120,465.0% | +42,217.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 CLX 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