+100,590.6%
AAPL vs CNC
+5,330.7%
+95,259.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.7% | +2.5% | -0.6% |
| 7D | -2.7% | -1.0% | -1.7% | -2.6% |
| 30D | +1.0% | -1.8% | +2.8% | +1.2% |
| 3M | +5.0% | -0.7% | +5.7% | +4.7% |
| 6M | +23.0% | +47.9% | -24.9% | +14.2% |
| YTD | +16.6% | +56.9% | -40.3% | +6.7% |
| 1Y | +33.4% | +123.9% | -90.5% | +14.2% |
| 3Y | +79.9% | -1.3% | +81.1% | +69.5% |
| 5Y | +109.0% | +2.8% | +106.3% | +93.5% |
| 10Y | +1,210.4% | +90.9% | +1,119.6% | +963.0% |
| All | +100,590.6% | +5,330.7% | +95,259.9% | +43,912.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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