+146.2%
AAPL vs FDX
+77.4%
+68.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.0% | +1.1% | +1.7% |
| 7D | +1.8% | -2.1% | +3.8% | +2.4% |
| 30D | +4.3% | +10.4% | -6.1% | +1.1% |
| 3M | +16.6% | +0.5% | +16.2% | +16.3% |
| 6M | +21.6% | +6.5% | +15.1% | +18.2% |
| YTD | +31.2% | +40.2% | -9.1% | +15.1% |
| 1Y | +29.6% | +52.1% | -22.5% | +10.4% |
| 3Y | +93.1% | +72.8% | +20.3% | +51.4% |
| 5Y | +146.2% | +76.3% | +69.9% | +80.9% |
| All | +146.2% | +77.4% | +68.8% | +80.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling