+1,326.9%
AAPL vs STLD
+802.0%
+524.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.2% | +0.8% | +1.7% |
| 7D | +1.8% | -0.5% | +2.2% | +1.8% |
| 30D | +4.3% | -0.1% | +4.4% | +4.1% |
| 3M | +16.6% | -9.2% | +25.8% | +18.8% |
| 6M | +21.6% | +1.8% | +19.9% | +19.6% |
| YTD | +31.2% | +42.1% | -11.0% | +17.5% |
| 1Y | +29.6% | +58.5% | -29.0% | +12.7% |
| 3Y | +93.1% | +128.2% | -35.1% | +49.1% |
| 5Y | +146.2% | +288.2% | -142.0% | +59.4% |
| 10Y | +1,326.9% | +799.8% | +527.1% | +608.3% |
| All | +1,326.9% | +802.0% | +524.8% | +608.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling