+136,266.0%
AAPL vs CNP
+1,888.5%
+134,377.5%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | +3.1% | +2.5% | +0.7% | +2.7% |
| 30D | +4.0% | +4.0% | -0.1% | +3.3% |
| 3M | +17.4% | +1.6% | +15.8% | +17.0% |
| 6M | +20.5% | -1.7% | +22.2% | +20.6% |
| YTD | +30.9% | +8.6% | +22.3% | +28.7% |
| 1Y | +30.1% | +5.8% | +24.3% | +28.4% |
| 3Y | +92.7% | +63.0% | +29.7% | +76.2% |
| 5Y | +142.2% | +74.7% | +67.6% | +119.0% |
| 10Y | +1,323.9% | +143.7% | +1,180.1% | +1,097.4% |
| All | +136,266.0% | +1,888.5% | +134,377.5% | +66,577.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 CNP 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