+1,278.0%
AAPL vs CRM
+241.6%
+1,036.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.9% | -0.2% | +1.0% |
| 7D | +3.8% | -4.4% | +8.3% | +5.6% |
| 30D | +9.9% | +28.1% | -18.2% | -1.4% |
| 3M | +12.5% | +48.8% | -36.3% | -5.5% |
| 6M | +27.6% | +28.3% | -0.6% | +11.8% |
| YTD | +22.6% | -6.0% | +28.6% | +21.4% |
| 1Y | +45.0% | +1.4% | +43.5% | +37.9% |
| 3Y | +87.8% | +11.8% | +75.9% | +62.1% |
| 5Y | +128.7% | -2.0% | +130.7% | +99.9% |
| All | +1,278.0% | +241.6% | +1,036.4% | +580.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CRM.
Daily Out/Under-Performance
Portfolio return minus CRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRM 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 CRM 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