+121,410.6%
AAPL vs COST
+11,671.2%
+109,739.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.9% |
| 7D | -2.7% | -3.2% | +0.4% | -1.6% |
| 30D | +1.0% | -4.0% | +5.0% | +2.5% |
| 3M | +5.0% | -6.5% | +11.4% | +7.5% |
| 6M | +23.0% | -8.5% | +31.6% | +26.8% |
| YTD | +16.6% | +6.0% | +10.6% | +13.4% |
| 1Y | +33.4% | -5.8% | +39.2% | +35.3% |
| 3Y | +79.9% | +71.8% | +8.0% | +44.8% |
| 5Y | +109.0% | +106.2% | +2.8% | +57.2% |
| 10Y | +1,210.4% | +602.0% | +608.4% | +550.2% |
| All | +121,410.6% | +11,671.2% | +109,739.4% | +24,034.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling