+45,845.7%
AAPL vs CRL
+1,647.7%
+44,198.0%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | +3.2% | +8.9% | -5.7% | +0.9% |
| 30D | +4.1% | +14.0% | -9.9% | 0.0% |
| 3M | +17.5% | +19.8% | -2.3% | +11.1% |
| 6M | +20.6% | +102.0% | -81.5% | -1.6% |
| YTD | +31.0% | +70.8% | -39.9% | +10.3% |
| 1Y | +30.2% | +98.7% | -68.5% | +5.0% |
| 3Y | +92.9% | +98.2% | -5.3% | +46.5% |
| 5Y | +142.4% | -11.7% | +154.1% | +124.8% |
| 10Y | +1,324.9% | +356.7% | +968.3% | +733.1% |
| All | +45,845.7% | +1,647.7% | +44,198.0% | +20,448.4% |
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