+176.1%
AAPL vs PCOR
-10.3%
+186.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.2% | -0.4% |
| 7D | -0.7% | +22.7% | -23.4% | -5.2% |
| 30D | +1.7% | +37.5% | -35.8% | -5.4% |
| 3M | +9.7% | +35.2% | -25.5% | +2.0% |
| 6M | +19.3% | +42.2% | -22.9% | +8.6% |
| YTD | +26.3% | +3.6% | +22.7% | +22.2% |
| 1Y | +27.4% | -4.8% | +32.1% | +25.8% |
| 3Y | +93.6% | +48.3% | +45.3% | +65.2% |
| 5Y | +131.7% | -20.1% | +151.8% | +106.0% |
| All | +176.1% | -10.3% | +186.5% | +144.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 10y: compounded portfolio wealth divided by compounded PCOR 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…
10y analysis · Full analysis span regression · 6 months rolling