+141.2%
AAPL vs CPB
-33.2%
+174.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.5% |
| 7D | +5.0% | +2.9% | +2.1% | +4.7% |
| 30D | +3.5% | +17.6% | -14.1% | +1.7% |
| 3M | +13.1% | +2.0% | +11.0% | +12.6% |
| 6M | +19.0% | +11.6% | +7.4% | +17.1% |
| YTD | +28.5% | -13.8% | +42.3% | +30.3% |
| 1Y | +29.7% | -21.6% | +51.3% | +33.1% |
| 3Y | +89.2% | -35.8% | +125.1% | +97.0% |
| 5Y | +141.2% | -33.3% | +174.5% | +166.4% |
| All | +141.2% | -33.2% | +174.4% | +166.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling