+122,851.5%
AAPL vs CPB
+325.7%
+122,525.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.4% | +0.9% | -1.8% |
| 7D | +0.1% | -8.6% | +8.7% | +1.8% |
| 30D | +3.0% | -7.2% | +10.2% | +4.4% |
| 3M | +2.9% | +0.9% | +2.0% | +2.3% |
| 6M | +22.1% | -11.8% | +33.9% | +24.4% |
| YTD | +18.0% | -19.4% | +37.4% | +22.1% |
| 1Y | +33.9% | -30.4% | +64.3% | +42.4% |
| 3Y | +71.2% | -40.2% | +111.3% | +85.4% |
| 5Y | +112.6% | -39.5% | +152.1% | +127.8% |
| 10Y | +1,198.8% | -47.4% | +1,246.2% | +1,299.2% |
| All | +122,851.5% | +325.7% | +122,525.8% | +71,752.7% |
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