+38,213.1%
AAPL vs EXEL
+341.7%
+37,871.4%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | 0.0% |
| 7D | +3.1% | +1.6% | +1.5% | +2.9% |
| 30D | +4.0% | +17.4% | -13.4% | +1.6% |
| 3M | +17.4% | +38.6% | -21.2% | +11.9% |
| 6M | +20.5% | +41.2% | -20.7% | +14.4% |
| YTD | +30.9% | +59.3% | -28.4% | +21.7% |
| 1Y | +30.1% | +60.2% | -30.1% | +20.8% |
| 3Y | +92.7% | +232.6% | -139.9% | +57.8% |
| 5Y | +142.2% | +285.9% | -143.6% | +92.6% |
| 10Y | +1,323.9% | +325.9% | +998.0% | +945.7% |
| All | +38,213.1% | +341.7% | +37,871.4% | +17,451.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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