+29.9%
AAPL vs CPNG
-45.7%
+75.6%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +12.0% | -6.6% | +4.1% |
| 7D | +1.7% | +20.8% | -19.2% | -0.2% |
| 30D | +5.0% | +20.1% | -15.1% | +3.0% |
| 3M | +13.1% | +1.6% | +11.5% | +12.5% |
| 6M | +26.5% | -15.8% | +42.3% | +28.0% |
| YTD | +28.9% | -27.7% | +56.6% | +30.7% |
| 1Y | +29.9% | -46.9% | +76.8% | +34.4% |
| All | +29.9% | -45.7% | +75.6% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CPNG.
Daily Out/Under-Performance
Portfolio return minus CPNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPNG 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 1y: compounded portfolio wealth divided by compounded CPNG 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…
1y analysis · Full analysis span regression · 6 months rolling