+2,941.2%
AAPL vs HCA
+1,721.2%
+1,220.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.9% | -5.2% | -1.4% |
| 7D | -3.0% | +4.9% | -7.9% | -4.1% |
| 30D | +2.3% | +1.9% | +0.4% | +1.7% |
| 3M | +8.6% | +12.7% | -4.1% | +5.2% |
| 6M | +21.6% | -22.3% | +43.9% | +28.2% |
| YTD | +16.3% | -9.3% | +25.6% | +17.9% |
| 1Y | +35.1% | +2.7% | +32.3% | +32.6% |
| 3Y | +79.4% | +57.8% | +21.5% | +56.3% |
| 5Y | +109.8% | +70.3% | +39.5% | +76.6% |
| 10Y | +1,237.1% | +499.7% | +737.4% | +750.8% |
| All | +2,941.2% | +1,721.2% | +1,220.0% | +1,494.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 HCA 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