+30.5%
AAPL vs CSGP
-53.7%
+84.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.3% | +0.2% | +2.2% |
| 7D | +3.7% | -1.8% | +5.5% | +3.8% |
| 30D | +4.2% | +5.3% | -1.1% | +3.4% |
| 3M | +12.0% | +3.3% | +8.7% | +11.3% |
| 6M | +19.8% | -4.7% | +24.4% | +18.9% |
| YTD | +29.3% | -53.5% | +82.9% | +35.8% |
| All | +30.5% | -53.7% | +84.2% | +37.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling