+109.4%
AAPL vs PCOR
-43.0%
+152.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.3% | +1.7% | -1.5% |
| 7D | +0.1% | -9.0% | +9.0% | +2.2% |
| 30D | +3.0% | +4.2% | -1.2% | +1.8% |
| 3M | +2.9% | +14.4% | -11.5% | -1.0% |
| 6M | +22.1% | +0.2% | +21.9% | +19.6% |
| YTD | +18.0% | -20.3% | +38.3% | +21.7% |
| 1Y | +33.9% | -16.1% | +50.1% | +35.4% |
| 3Y | +71.2% | -14.7% | +85.9% | +65.7% |
| All | +109.4% | -43.0% | +152.4% | +103.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling