+64,698.5%
AAPL vs CRM
+6,492.1%
+58,206.4%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.5% | +4.0% | +3.7% |
| 7D | -0.5% | -8.1% | +7.6% | +2.1% |
| 30D | +7.1% | +23.1% | -16.0% | -0.6% |
| 3M | +12.1% | +42.5% | -30.4% | -1.2% |
| 6M | +25.4% | +25.3% | +0.1% | +13.7% |
| YTD | +20.5% | -7.8% | +28.3% | +19.6% |
| 1Y | +44.5% | +1.0% | +43.5% | +38.7% |
| 3Y | +85.8% | +10.0% | +75.8% | +68.5% |
| 5Y | +124.8% | -3.9% | +128.6% | +106.9% |
| 10Y | +1,284.7% | +233.2% | +1,051.5% | +767.8% |
| All | +64,698.5% | +6,492.1% | +58,206.4% | +16,962.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling