+180.2%
AAPL vs CPNG
-76.2%
+256.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.1% | -1.3% | +1.2% |
| 7D | +3.8% | -1.1% | +5.0% | +4.0% |
| 30D | +9.9% | -7.4% | +17.3% | +11.2% |
| 3M | +12.5% | -12.3% | +24.8% | +14.5% |
| 6M | +27.6% | -19.4% | +47.1% | +30.8% |
| YTD | +22.6% | -35.9% | +58.5% | +30.1% |
| 1Y | +45.0% | -53.4% | +98.4% | +62.1% |
| 3Y | +87.8% | -20.0% | +107.8% | +87.2% |
| 5Y | +128.7% | -49.6% | +178.2% | +123.7% |
| All | +180.2% | -76.2% | +256.4% | +182.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling