+3,178.0%
AAPL vs MPC
+2,977.1%
+201.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -2.6% |
| 7D | +0.1% | +5.4% | -5.4% | -1.0% |
| 30D | +3.0% | +31.0% | -28.0% | -2.9% |
| 3M | +2.9% | +46.0% | -43.1% | -5.5% |
| 6M | +22.1% | +77.3% | -55.2% | +6.9% |
| YTD | +18.0% | +141.9% | -123.9% | -3.8% |
| 1Y | +33.9% | +120.9% | -87.0% | +11.1% |
| 3Y | +71.2% | +182.7% | -111.5% | +31.8% |
| 5Y | +112.6% | +646.4% | -533.8% | +29.4% |
| 10Y | +1,198.8% | +1,138.7% | +60.0% | +552.0% |
| All | +3,178.0% | +2,977.1% | +201.0% | +1,191.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 MPC 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