+133,818.3%
AAPL vs CP
+7,872.5%
+125,945.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.4% | -0.5% |
| 7D | +5.0% | +2.8% | +2.2% | +4.0% |
| 30D | +3.5% | +11.0% | -7.5% | -0.4% |
| 3M | +13.1% | +3.8% | +9.2% | +11.3% |
| 6M | +19.0% | +9.5% | +9.5% | +14.6% |
| YTD | +28.5% | +28.2% | +0.3% | +16.3% |
| 1Y | +29.7% | +33.0% | -3.2% | +15.7% |
| 3Y | +89.2% | +35.5% | +53.7% | +65.5% |
| 5Y | +141.2% | +25.8% | +115.4% | +115.3% |
| 10Y | +1,306.6% | +250.7% | +1,055.9% | +765.8% |
| All | +133,818.3% | +7,872.5% | +125,945.8% | +24,266.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling