+89.2%
AAPL vs CTSH
+5.7%
+83.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CTSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.8% | -1.1% |
| 7D | +5.0% | +1.8% | +3.2% | +4.6% |
| 30D | +3.5% | +9.8% | -6.3% | +1.0% |
| 3M | +13.1% | +12.1% | +0.9% | +9.3% |
| 6M | +19.0% | +27.4% | -8.4% | +10.0% |
| YTD | +28.5% | -20.3% | +48.8% | +40.3% |
| 1Y | +29.7% | -8.8% | +38.5% | +32.9% |
| 3Y | +89.2% | +4.0% | +85.2% | +95.6% |
| All | +89.2% | +5.7% | +83.6% | +95.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CTSH.
Daily Out/Under-Performance
Portfolio return minus CTSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTSH 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 CTSH 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