+141.2%
AAPL vs COO
-41.3%
+182.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | -0.1% | -0.4% |
| 7D | +5.0% | +4.5% | +0.5% | +3.6% |
| 30D | +3.5% | +16.9% | -13.4% | -1.4% |
| 3M | +13.1% | -16.7% | +29.8% | +19.3% |
| 6M | +19.0% | +5.9% | +13.1% | +14.6% |
| YTD | +28.5% | -22.4% | +51.0% | +38.7% |
| 1Y | +29.7% | -10.1% | +39.8% | +31.8% |
| 3Y | +89.2% | -22.8% | +112.0% | +92.8% |
| 5Y | +141.2% | -41.4% | +182.6% | +166.9% |
| All | +141.2% | -41.3% | +182.5% | +166.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling