+127,577.9%
AAPL vs SCHW
+52,029.0%
+75,548.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | +3.8% | -1.9% | +5.7% | +4.4% |
| 30D | +9.9% | -1.6% | +11.6% | +10.4% |
| 3M | +12.5% | +21.3% | -8.8% | +6.5% |
| 6M | +27.6% | +16.5% | +11.1% | +21.8% |
| YTD | +22.6% | +8.4% | +14.1% | +19.1% |
| 1Y | +45.0% | +15.6% | +29.4% | +38.2% |
| 3Y | +87.8% | +86.8% | +0.9% | +54.1% |
| 5Y | +128.7% | +60.5% | +68.2% | +89.6% |
| 10Y | +1,308.9% | +297.7% | +1,011.1% | +761.6% |
| All | +127,577.9% | +52,029.0% | +75,548.9% | +20,172.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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