+29.9%
AAPL vs COP
+61.7%
-31.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -5.2% | +10.5% | +4.7% |
| 7D | +1.7% | -8.1% | +9.8% | +0.8% |
| 30D | +5.0% | +6.7% | -1.7% | +5.9% |
| 3M | +13.1% | +16.9% | -3.8% | +15.6% |
| 6M | +26.5% | +11.2% | +15.3% | +28.6% |
| YTD | +28.9% | +49.5% | -20.6% | +30.3% |
| 1Y | +29.9% | +60.7% | -30.8% | +30.0% |
| All | +29.9% | +61.7% | -31.8% | +30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COP.
Daily Out/Under-Performance
Portfolio return minus COP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COP 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 1y: compounded portfolio wealth divided by compounded COP 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…
1y analysis · Full analysis span regression · 6 months rolling