+30.2%
AAPL vs EXC
+3.2%
+27.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.1% |
| 7D | +3.2% | -1.9% | +5.1% | +3.0% |
| 30D | +4.1% | +7.8% | -3.7% | +5.0% |
| 3M | +17.5% | +1.9% | +15.6% | +17.5% |
| 6M | +20.6% | +3.4% | +17.2% | +21.6% |
| YTD | +31.0% | +7.6% | +23.4% | +34.8% |
| 1Y | +30.2% | +2.1% | +28.1% | +33.3% |
| All | +30.2% | +3.2% | +27.0% | +33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 1y: compounded portfolio wealth divided by compounded EXC 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…
1y analysis · Full analysis span regression · 6 months rolling