+141,876.5%
AAPL vs COR
+19,078.6%
+122,797.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.0% | -2.6% | -0.2% |
| 7D | +4.1% | +7.8% | -3.7% | +2.6% |
| 30D | +4.0% | +7.0% | -3.0% | +2.6% |
| 3M | +16.8% | +16.3% | +0.5% | +13.3% |
| 6M | +19.4% | +41.3% | -21.9% | +11.3% |
| YTD | +31.5% | +7.1% | +24.4% | +28.4% |
| 1Y | +31.0% | -0.8% | +31.8% | +29.8% |
| 3Y | +95.3% | +85.0% | +10.3% | +68.4% |
| 5Y | +143.4% | +203.9% | -60.5% | +88.9% |
| 10Y | +1,330.5% | +510.3% | +820.3% | +846.8% |
| All | +141,876.5% | +19,078.6% | +122,797.9% | +56,046.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling