+1,254.4%
AAPL vs COR
+405.5%
+848.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.7% | +4.3% | +3.7% |
| 7D | -0.5% | -4.8% | +4.3% | +0.7% |
| 30D | +7.1% | -3.7% | +10.8% | +8.0% |
| 3M | +12.1% | +14.3% | -2.2% | +8.3% |
| 6M | +25.4% | -8.5% | +33.9% | +27.3% |
| YTD | +20.5% | -4.4% | +24.9% | +20.4% |
| 1Y | +44.5% | +9.1% | +35.4% | +39.0% |
| 3Y | +85.8% | +85.2% | +0.6% | +49.2% |
| 5Y | +124.8% | +180.7% | -55.9% | +57.5% |
| All | +1,254.4% | +405.5% | +848.9% | +703.5% |
Cumulative growth
Daily Returns
Daily percentage return beside COR.
Daily Out/Under-Performance
Portfolio return minus COR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COR 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 COR 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