+1,278.0%
AAPL vs EL
+26.1%
+1,251.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.1% | +1.5% |
| 7D | +3.8% | -6.5% | +10.3% | +6.0% |
| 30D | +9.9% | +11.1% | -1.2% | +5.6% |
| 3M | +12.5% | +10.7% | +1.8% | +8.0% |
| 6M | +27.6% | +6.9% | +20.8% | +22.5% |
| YTD | +22.6% | -6.3% | +28.8% | +21.0% |
| 1Y | +45.0% | +13.5% | +31.5% | +32.8% |
| 3Y | +87.8% | -33.1% | +120.8% | +92.5% |
| 5Y | +128.7% | -68.8% | +197.4% | +223.7% |
| All | +1,278.0% | +26.1% | +1,251.9% | +1,080.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EL.
Daily Out/Under-Performance
Portfolio return minus EL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EL 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 EL 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