+1,361.6%
AAPL vs COP
+335.3%
+1,026.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.5% |
| 7D | +3.2% | +3.4% | -0.2% | +2.4% |
| 30D | +4.1% | -0.6% | +4.7% | +4.0% |
| 3M | +17.5% | +10.8% | +6.7% | +14.5% |
| 6M | +20.6% | +19.6% | +1.0% | +15.0% |
| YTD | +31.0% | +52.9% | -21.9% | +17.1% |
| 1Y | +30.2% | +62.2% | -32.0% | +14.6% |
| 3Y | +92.9% | +32.4% | +60.5% | +75.4% |
| 5Y | +142.4% | +129.7% | +12.7% | +87.9% |
| All | +1,361.6% | +335.3% | +1,026.3% | +888.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling