+1,210.4%
AAPL vs STLD
+1,072.4%
+138.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.4% | -1.0% |
| 7D | -2.7% | +2.7% | -5.4% | -3.4% |
| 30D | +1.0% | -8.4% | +9.4% | +3.0% |
| 3M | +5.0% | -9.9% | +14.8% | +7.0% |
| 6M | +23.0% | +33.0% | -10.0% | +13.1% |
| YTD | +16.6% | +42.6% | -25.9% | +5.0% |
| 1Y | +33.4% | +80.8% | -47.3% | +12.6% |
| 3Y | +79.9% | +143.4% | -63.6% | +37.5% |
| 5Y | +109.0% | +293.4% | -184.4% | +36.4% |
| 10Y | +1,210.4% | +1,080.4% | +130.0% | +547.1% |
| All | +1,210.4% | +1,072.4% | +138.1% | +547.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded STLD 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling