+1,597.7%
AAPL vs PSX
+1,159.1%
+438.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -1.6% |
| 7D | -2.7% | +2.8% | -5.6% | -3.4% |
| 30D | +1.0% | +27.8% | -26.8% | -4.9% |
| 3M | +5.0% | +42.0% | -37.1% | -3.9% |
| 6M | +23.0% | +58.1% | -35.1% | +9.1% |
| YTD | +16.6% | +105.0% | -88.4% | -3.5% |
| 1Y | +33.4% | +104.9% | -71.5% | +10.1% |
| 3Y | +79.9% | +134.1% | -54.2% | +40.8% |
| 5Y | +109.0% | +363.8% | -254.8% | +33.5% |
| 10Y | +1,210.4% | +370.1% | +840.3% | +672.7% |
| All | +1,597.7% | +1,159.1% | +438.5% | +717.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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