+1,326.9%
AAPL vs FDX
+156.7%
+1,170.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.0% | +1.1% | +1.7% |
| 7D | +1.8% | -2.1% | +3.8% | +2.5% |
| 30D | +4.3% | +10.4% | -6.1% | +0.6% |
| 3M | +16.6% | +0.5% | +16.2% | +16.2% |
| 6M | +21.6% | +6.5% | +15.1% | +17.7% |
| YTD | +31.2% | +40.2% | -9.1% | +13.6% |
| 1Y | +29.6% | +52.1% | -22.5% | +8.7% |
| 3Y | +93.1% | +72.8% | +20.3% | +48.9% |
| 5Y | +146.2% | +76.3% | +69.9% | +82.0% |
| 10Y | +1,326.9% | +155.7% | +1,171.1% | +811.8% |
| All | +1,326.9% | +156.7% | +1,170.2% | +811.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 10y: compounded portfolio wealth divided by compounded FDX 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…
10y analysis · Full analysis span regression · 6 months rolling