+44,986.7%
AAPL vs CRL
+1,673.3%
+43,313.4%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | -0.1% |
| 7D | +5.0% | -1.7% | +6.7% | +5.2% |
| 30D | +3.5% | +14.6% | -11.1% | -0.7% |
| 3M | +13.1% | +24.8% | -11.8% | +5.8% |
| 6M | +19.0% | +94.7% | -75.7% | -2.0% |
| YTD | +28.5% | +73.4% | -44.8% | +7.8% |
| 1Y | +29.7% | +104.7% | -74.9% | +3.8% |
| 3Y | +89.2% | +101.1% | -11.8% | +43.2% |
| 5Y | +141.2% | -10.8% | +152.0% | +123.1% |
| 10Y | +1,306.6% | +358.8% | +947.8% | +721.2% |
| All | +44,986.7% | +1,673.3% | +43,313.4% | +19,991.5% |
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