+122,851.5%
AAPL vs LLY
+17,658.0%
+105,193.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.6% | -2.3% |
| 7D | +0.1% | -2.1% | +2.2% | +0.6% |
| 30D | +3.0% | -1.6% | +4.6% | +3.3% |
| 3M | +2.9% | +2.3% | +0.6% | +2.0% |
| 6M | +22.1% | +14.9% | +7.2% | +17.0% |
| YTD | +18.0% | +7.5% | +10.6% | +14.5% |
| 1Y | +33.9% | +55.7% | -21.8% | +17.4% |
| 3Y | +71.2% | +110.6% | -39.4% | +33.5% |
| 5Y | +112.6% | +363.4% | -250.8% | +31.4% |
| 10Y | +1,198.8% | +1,649.0% | -450.2% | +447.1% |
| All | +122,851.5% | +17,658.0% | +105,193.6% | +23,916.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LLY.
Daily Out/Under-Performance
Portfolio return minus LLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LLY 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 LLY 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