+122,851.5%
AAPL vs CNP
+1,826.3%
+121,025.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.8% | -1.7% | -2.4% |
| 7D | +0.1% | +1.1% | -1.0% | -0.1% |
| 30D | +3.0% | -1.8% | +4.8% | +3.3% |
| 3M | +2.9% | -4.6% | +7.5% | +3.6% |
| 6M | +22.1% | -8.8% | +30.9% | +23.7% |
| YTD | +18.0% | +5.2% | +12.8% | +16.7% |
| 1Y | +33.9% | +8.3% | +25.6% | +31.8% |
| 3Y | +71.2% | +54.9% | +16.3% | +57.9% |
| 5Y | +112.6% | +73.5% | +39.1% | +92.5% |
| 10Y | +1,198.8% | +139.1% | +1,059.7% | +996.5% |
| All | +122,851.5% | +1,826.3% | +121,025.1% | +60,386.1% |
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