+44.5%
AAPL vs COP
+53.9%
-9.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.4% | +3.2% | +3.6% |
| 7D | -0.5% | +1.0% | -1.5% | -0.4% |
| 30D | +7.1% | +9.6% | -2.5% | +8.2% |
| 3M | +12.1% | +15.0% | -2.9% | +13.8% |
| 6M | +25.4% | +21.8% | +3.7% | +27.1% |
| YTD | +20.5% | +49.6% | -29.2% | +20.8% |
| 1Y | +44.5% | +49.9% | -5.3% | +44.4% |
| All | +44.5% | +53.9% | -9.4% | +44.4% |
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