+143.3%
AAPL vs EXE
+76.7%
+66.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.3% |
| 7D | +4.1% | +5.3% | -1.2% | +3.4% |
| 30D | +4.0% | -2.2% | +6.2% | +4.2% |
| 3M | +16.8% | -5.9% | +22.7% | +17.7% |
| 6M | +19.4% | -5.7% | +25.1% | +20.0% |
| YTD | +31.5% | -17.8% | +49.3% | +34.5% |
| 1Y | +31.0% | -23.1% | +54.1% | +35.4% |
| 3Y | +95.3% | +21.2% | +74.1% | +84.2% |
| All | +143.3% | +76.7% | +66.6% | +122.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 5y: compounded portfolio wealth divided by compounded EXE 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…
5y analysis · Full analysis span regression · 6 months rolling