+122,851.5%
AAPL vs FDX
+4,233.7%
+118,617.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -2.0% | -2.3% |
| 7D | +0.1% | -2.5% | +2.6% | +0.9% |
| 30D | +3.0% | +3.8% | -0.8% | +1.6% |
| 3M | +2.9% | -1.3% | +4.2% | +2.8% |
| 6M | +22.1% | +5.0% | +17.1% | +18.8% |
| YTD | +18.0% | +39.6% | -21.6% | +3.9% |
| 1Y | +33.9% | +81.1% | -47.2% | +7.7% |
| 3Y | +71.2% | +63.0% | +8.1% | +39.0% |
| 5Y | +112.6% | +65.6% | +47.0% | +66.7% |
| 10Y | +1,198.8% | +183.4% | +1,015.4% | +704.0% |
| All | +122,851.5% | +4,233.7% | +118,617.8% | +27,946.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling