+94.6%
AAPL vs CSGP
-58.5%
+153.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.6% | +0.1% | -1.2% |
| 7D | -1.4% | +13.9% | -15.3% | -3.7% |
| 30D | +3.2% | +16.0% | -12.8% | -0.3% |
| 3M | +10.8% | +6.1% | +4.7% | +8.6% |
| 6M | +21.3% | -8.2% | +29.5% | +21.8% |
| YTD | +26.9% | -52.3% | +79.3% | +47.1% |
| 1Y | +27.9% | -54.5% | +82.4% | +50.0% |
| All | +94.6% | -58.5% | +153.1% | +129.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling