+1,237.1%
AAPL vs FDX
+173.3%
+1,063.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | +0.3% |
| 7D | -3.0% | -2.3% | -0.6% | -2.1% |
| 30D | +2.3% | -4.9% | +7.2% | +4.1% |
| 3M | +8.6% | -6.5% | +15.1% | +10.6% |
| 6M | +21.6% | +6.7% | +14.9% | +17.2% |
| YTD | +16.3% | +33.9% | -17.6% | +2.7% |
| 1Y | +35.1% | +72.2% | -37.1% | +8.1% |
| 3Y | +79.4% | +60.2% | +19.1% | +42.5% |
| 5Y | +109.8% | +62.9% | +46.9% | +59.9% |
| 10Y | +1,237.1% | +178.8% | +1,058.3% | +747.5% |
| All | +1,237.1% | +173.3% | +1,063.8% | +747.5% |
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