+133,818.2%
AAPL vs EXC
+2,460.0%
+131,358.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.4% | -0.5% |
| 7D | +5.0% | +0.1% | +4.9% | +5.0% |
| 30D | +3.5% | +9.0% | -5.5% | +1.1% |
| 3M | +13.1% | +3.3% | +9.8% | +12.0% |
| 6M | +19.0% | +5.7% | +13.4% | +17.0% |
| YTD | +28.5% | +7.3% | +21.2% | +25.1% |
| 1Y | +29.7% | +2.9% | +26.8% | +27.6% |
| 3Y | +89.2% | +29.3% | +59.9% | +72.0% |
| 5Y | +141.2% | +40.1% | +101.2% | +113.3% |
| 10Y | +1,306.6% | +197.7% | +1,109.0% | +900.7% |
| All | +133,818.2% | +2,460.0% | +131,358.2% | +53,431.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling