+127,313.9%
AAPL vs COR
+17,545.2%
+109,768.7%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.9% | -0.7% | -2.1% |
| 7D | +0.1% | +2.8% | -2.7% | -0.4% |
| 30D | +3.0% | +4.5% | -1.6% | +2.0% |
| 3M | +2.9% | +22.7% | -19.8% | -1.3% |
| 6M | +22.1% | -9.7% | +31.8% | +23.7% |
| YTD | +18.0% | -1.4% | +19.4% | +17.3% |
| 1Y | +33.9% | +13.9% | +20.0% | +29.0% |
| 3Y | +71.2% | +94.0% | -22.8% | +46.0% |
| 5Y | +112.6% | +184.0% | -71.4% | +67.3% |
| 10Y | +1,198.8% | +406.8% | +792.0% | +786.9% |
| All | +127,313.9% | +17,545.2% | +109,768.7% | +51,167.5% |
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 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