+1,249.0%
AAPL vs CSGP
+63.3%
+1,185.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.7% | +4.2% | +1.2% |
| 7D | -0.7% | +1.3% | -1.9% | -1.2% |
| 30D | +1.7% | +10.7% | -9.0% | -3.4% |
| 3M | +9.7% | +3.3% | +6.4% | +6.3% |
| 6M | +19.3% | -10.3% | +29.6% | +20.7% |
| YTD | +26.3% | -54.6% | +80.8% | +64.1% |
| 1Y | +27.4% | -54.6% | +82.0% | +65.3% |
| 3Y | +93.6% | -60.3% | +153.9% | +155.8% |
| 5Y | +131.7% | -63.3% | +195.0% | +206.2% |
| All | +1,249.0% | +63.3% | +1,185.7% | +938.2% |
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