+131,459.0%
AAPL vs EXPD
+30,172.0%
+101,286.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.7% | +0.1% |
| 7D | -0.7% | -7.2% | +6.5% | +1.2% |
| 30D | +1.7% | -3.3% | +5.0% | +2.5% |
| 3M | +9.7% | +3.4% | +6.3% | +8.4% |
| 6M | +19.3% | +22.7% | -3.4% | +12.4% |
| YTD | +26.3% | +24.5% | +1.7% | +17.7% |
| 1Y | +27.4% | +38.6% | -11.3% | +15.2% |
| 3Y | +93.6% | +71.5% | +22.1% | +64.1% |
| 5Y | +131.7% | +56.2% | +75.4% | +99.9% |
| 10Y | +1,268.5% | +310.5% | +958.0% | +826.8% |
| All | +131,459.0% | +30,172.0% | +101,286.9% | +49,970.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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