+136,554.2%
AAPL vs CNP
+1,890.9%
+134,663.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.6% | +2.1% |
| 7D | +1.8% | -0.1% | +1.8% | +1.8% |
| 30D | +4.3% | +5.0% | -0.7% | +3.4% |
| 3M | +16.6% | +2.7% | +14.0% | +16.0% |
| 6M | +21.6% | -1.9% | +23.5% | +21.7% |
| YTD | +31.2% | +8.8% | +22.4% | +28.9% |
| 1Y | +29.6% | +5.6% | +23.9% | +27.9% |
| 3Y | +93.1% | +63.2% | +29.9% | +76.5% |
| 5Y | +146.2% | +73.8% | +72.5% | +122.8% |
| 10Y | +1,326.9% | +144.0% | +1,182.9% | +1,099.6% |
| All | +136,554.2% | +1,890.9% | +134,663.3% | +66,705.0% |
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