+122,851.5%
AAPL vs LEN
+10,533.4%
+112,318.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.0% | -1.5% | -2.3% |
| 7D | +0.1% | -3.2% | +3.3% | +0.8% |
| 30D | +3.0% | -4.9% | +7.9% | +4.0% |
| 3M | +2.9% | -8.5% | +11.4% | +4.6% |
| 6M | +22.1% | -20.7% | +42.8% | +27.8% |
| YTD | +18.0% | -17.4% | +35.4% | +22.0% |
| 1Y | +33.9% | -38.2% | +72.2% | +47.1% |
| 3Y | +71.2% | -24.9% | +96.0% | +76.6% |
| 5Y | +112.6% | -11.4% | +124.1% | +109.0% |
| 10Y | +1,198.8% | +110.0% | +1,088.7% | +898.2% |
| All | +122,851.5% | +10,533.4% | +112,318.1% | +32,657.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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