+133,818.3%
AAPL vs LLY
+22,029.3%
+111,789.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.1% | -1.0% |
| 7D | +5.0% | +1.6% | +3.4% | +4.6% |
| 30D | +3.5% | +21.5% | -17.9% | -1.7% |
| 3M | +13.1% | +16.4% | -3.4% | +8.4% |
| 6M | +19.0% | +51.5% | -32.5% | +6.4% |
| YTD | +28.5% | +33.9% | -5.4% | +17.6% |
| 1Y | +29.7% | +49.1% | -19.4% | +15.2% |
| 3Y | +89.2% | +144.6% | -55.4% | +42.3% |
| 5Y | +141.2% | +466.3% | -325.1% | +41.6% |
| 10Y | +1,306.6% | +2,024.1% | -717.5% | +463.2% |
| All | +133,818.3% | +22,029.3% | +111,789.0% | +24,572.1% |
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