+89.2%
AAPL vs CRL
+102.9%
-13.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | -0.4% |
| 7D | +5.0% | -1.7% | +6.7% | +5.1% |
| 30D | +3.5% | +14.6% | -11.1% | +1.7% |
| 3M | +13.1% | +24.8% | -11.8% | +9.7% |
| 6M | +19.0% | +94.7% | -75.7% | +8.6% |
| YTD | +28.5% | +73.4% | -44.8% | +18.6% |
| 1Y | +29.7% | +104.7% | -74.9% | +16.4% |
| 3Y | +89.2% | +101.1% | -11.8% | +59.7% |
| All | +89.2% | +102.9% | -13.7% | +59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 3y: compounded portfolio wealth divided by compounded CRL 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…
3y analysis · Full analysis span regression · 6 months rolling