+1,237.1%
AAPL vs COO
+36.7%
+1,200.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.2% | +5.9% | +2.3% |
| 7D | -3.0% | -9.0% | +6.0% | +0.8% |
| 30D | +2.3% | -16.8% | +19.1% | +10.2% |
| 3M | +8.6% | -7.5% | +16.1% | +11.5% |
| 6M | +21.6% | -16.3% | +37.8% | +29.6% |
| YTD | +16.3% | -22.5% | +38.9% | +28.0% |
| 1Y | +35.1% | -7.0% | +42.0% | +36.2% |
| 3Y | +79.4% | -27.5% | +106.8% | +93.1% |
| 5Y | +109.8% | -43.3% | +153.2% | +149.8% |
| 10Y | +1,237.1% | +37.6% | +1,199.5% | +990.1% |
| All | +1,237.1% | +36.7% | +1,200.3% | +990.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 10y: compounded portfolio wealth divided by compounded COO 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…
10y analysis · Full analysis span regression · 6 months rolling