+187.6%
AAPL vs PCOR
-7.6%
+195.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.3% |
| 7D | +4.1% | +3.0% | +1.1% | +3.5% |
| 30D | +4.0% | +38.7% | -34.7% | -3.4% |
| 3M | +16.8% | +24.9% | -8.1% | +10.6% |
| 6M | +19.4% | +68.8% | -49.4% | +4.7% |
| YTD | +31.5% | +6.7% | +24.8% | +26.5% |
| 1Y | +31.0% | +3.0% | +28.0% | +27.0% |
| 3Y | +95.3% | +48.6% | +46.7% | +66.9% |
| 5Y | +143.4% | -12.7% | +156.0% | +113.7% |
| All | +187.6% | -7.6% | +195.2% | +153.4% |
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