+1,278.0%
AAPL vs CRH
+253.3%
+1,024.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.7% | +1.3% |
| 7D | +3.8% | -6.1% | +9.9% | +6.4% |
| 30D | +9.9% | -9.3% | +19.2% | +14.0% |
| 3M | +12.5% | -15.2% | +27.7% | +19.3% |
| 6M | +27.6% | -14.2% | +41.8% | +33.8% |
| YTD | +22.6% | -28.3% | +50.8% | +37.4% |
| 1Y | +45.0% | -21.8% | +66.8% | +56.1% |
| 3Y | +87.8% | +71.6% | +16.1% | +41.2% |
| 5Y | +128.7% | +96.6% | +32.1% | +57.9% |
| All | +1,278.0% | +253.3% | +1,024.7% | +611.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CRH.
Daily Out/Under-Performance
Portfolio return minus CRH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRH 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 CRH 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