+79.9%
AAPL vs COP
+20.8%
+59.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.8% | -1.3% |
| 7D | -2.7% | -0.8% | -1.9% | -2.6% |
| 30D | +1.0% | +15.6% | -14.6% | -1.3% |
| 3M | +5.0% | +14.3% | -9.4% | +2.6% |
| 6M | +23.0% | +17.0% | +6.1% | +19.0% |
| YTD | +16.6% | +47.4% | -30.8% | +6.1% |
| 1Y | +33.4% | +52.4% | -19.0% | +19.8% |
| 3Y | +79.9% | +20.8% | +59.1% | +60.5% |
| All | +79.9% | +20.8% | +59.1% | +60.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling