+119,707.8%
AAPL vs ELV
+2,378.1%
+117,329.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | 0.0% |
| 7D | -3.0% | -2.2% | -0.8% | -2.4% |
| 30D | +2.3% | -0.2% | +2.5% | +2.3% |
| 3M | +8.6% | -6.1% | +14.7% | +9.8% |
| 6M | +21.6% | +42.8% | -21.3% | +9.5% |
| YTD | +16.3% | +14.4% | +1.9% | +10.2% |
| 1Y | +35.1% | +28.6% | +6.4% | +23.5% |
| 3Y | +79.4% | -7.4% | +86.8% | +74.4% |
| 5Y | +109.8% | +14.5% | +95.4% | +89.3% |
| 10Y | +1,237.1% | +257.4% | +979.6% | +752.3% |
| All | +119,707.8% | +2,378.1% | +117,329.7% | +52,448.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 1990-01-01 to 2026-09-09: compounded portfolio wealth divided by compounded ELV 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling