+124.8%
AAPL vs COST
+103.8%
+20.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.6% |
| 7D | -0.5% | -2.5% | +2.0% | +0.8% |
| 30D | +7.1% | -4.4% | +11.5% | +9.6% |
| 3M | +12.1% | -8.1% | +20.2% | +16.9% |
| 6M | +25.4% | -9.2% | +34.7% | +31.1% |
| YTD | +20.5% | +5.1% | +15.3% | +15.3% |
| 1Y | +44.5% | -5.1% | +49.6% | +46.3% |
| 3Y | +85.8% | +70.4% | +15.4% | +28.3% |
| 5Y | +124.8% | +104.7% | +20.0% | +35.7% |
| All | +124.8% | +103.8% | +20.9% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COST.
Daily Out/Under-Performance
Portfolio return minus COST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COST 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 5y: compounded portfolio wealth divided by compounded COST 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…
5y analysis · Full analysis span regression · 6 months rolling