+93.6%
AAPL vs CP
+26.5%
+67.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | 0.0% |
| 7D | -0.7% | +2.8% | -3.4% | -1.5% |
| 30D | +1.7% | +10.2% | -8.5% | -1.3% |
| 3M | +9.7% | +2.4% | +7.3% | +8.7% |
| 6M | +19.3% | +7.7% | +11.6% | +15.9% |
| YTD | +26.3% | +26.0% | +0.3% | +15.4% |
| 1Y | +27.4% | +34.6% | -7.3% | +13.4% |
| 3Y | +93.6% | +26.7% | +66.9% | +74.3% |
| All | +93.6% | +26.5% | +67.1% | +74.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 3y: compounded portfolio wealth divided by compounded CP 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…
3y analysis · Full analysis span regression · 6 months rolling