+133,818.3%
AAPL vs CPB
+355.6%
+133,462.7%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.4% |
| 7D | +5.0% | +2.9% | +2.1% | +4.4% |
| 30D | +3.5% | +17.6% | -14.1% | +0.2% |
| 3M | +13.1% | +2.0% | +11.0% | +12.2% |
| 6M | +19.0% | +11.6% | +7.4% | +15.7% |
| YTD | +28.5% | -13.8% | +42.3% | +30.9% |
| 1Y | +29.7% | -21.6% | +51.3% | +34.5% |
| 3Y | +89.2% | -35.8% | +125.1% | +101.9% |
| 5Y | +141.2% | -33.3% | +174.5% | +152.8% |
| 10Y | +1,306.6% | -39.4% | +1,346.0% | +1,369.5% |
| All | +133,818.3% | +355.6% | +133,462.7% | +76,925.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling