+141.2%
AAPL vs CSGP
-63.3%
+204.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.3% | +0.1% |
| 7D | +5.0% | -3.2% | +8.2% | +5.9% |
| 30D | +3.5% | +2.2% | +1.3% | +2.0% |
| 3M | +13.1% | -3.7% | +16.7% | +12.8% |
| 6M | +19.0% | -7.4% | +26.5% | +19.3% |
| YTD | +28.5% | -54.9% | +83.4% | +58.4% |
| 1Y | +29.7% | -54.9% | +84.6% | +59.6% |
| 3Y | +89.2% | -61.9% | +151.2% | +139.2% |
| 5Y | +141.2% | -63.1% | +204.3% | +193.1% |
| All | +141.2% | -63.3% | +204.6% | +193.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling