+1,361.6%
AAPL vs CPB
-40.8%
+1,402.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +0.9% | 0.0% |
| 7D | +3.2% | -5.8% | +9.0% | +4.2% |
| 30D | +4.1% | +16.5% | -12.4% | +1.3% |
| 3M | +17.5% | -1.1% | +18.6% | +17.4% |
| 6M | +20.6% | +11.5% | +9.1% | +17.6% |
| YTD | +31.0% | -15.7% | +46.7% | +33.9% |
| 1Y | +30.2% | -24.7% | +54.9% | +35.9% |
| 3Y | +92.9% | -37.3% | +130.1% | +105.6% |
| 5Y | +142.4% | -35.0% | +177.5% | +153.8% |
| All | +1,361.6% | -40.8% | +1,402.4% | +1,444.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 10y: compounded portfolio wealth divided by compounded CPB 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…
10y analysis · Full analysis span regression · 6 months rolling