+1,367.3%
AAPL vs CSGP
+65.8%
+1,301.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.9% | -2.5% | -0.6% |
| 7D | +4.1% | +1.3% | +2.8% | +3.6% |
| 30D | +4.0% | +2.8% | +1.1% | +1.7% |
| 3M | +16.8% | -6.3% | +23.1% | +17.7% |
| 6M | +19.4% | -3.2% | +22.6% | +17.5% |
| YTD | +31.5% | -54.0% | +85.5% | +70.2% |
| 1Y | +31.0% | -54.8% | +85.8% | +70.5% |
| 3Y | +95.3% | -60.6% | +155.9% | +159.2% |
| 5Y | +143.4% | -62.6% | +206.0% | +219.5% |
| All | +1,367.3% | +65.8% | +1,301.5% | +996.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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