+41,294.5%
AAPL vs CRL
+1,379.5%
+39,915.0%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.7% | -0.9% | -2.1% |
| 7D | +0.1% | -1.0% | +1.1% | +0.3% |
| 30D | +3.0% | +10.7% | -7.7% | +0.2% |
| 3M | +2.9% | +55.3% | -52.4% | -9.0% |
| 6M | +22.1% | +60.7% | -38.6% | +5.9% |
| YTD | +18.0% | +44.6% | -26.6% | +4.6% |
| 1Y | +33.9% | +77.7% | -43.8% | +11.5% |
| 3Y | +71.2% | +37.6% | +33.5% | +44.3% |
| 5Y | +112.6% | -35.8% | +148.4% | +116.0% |
| 10Y | +1,198.8% | +241.7% | +957.0% | +721.6% |
| All | +41,294.5% | +1,379.5% | +39,915.0% | +19,391.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling