+169,371.8%
AAPL vs STLD
+8,684.3%
+160,687.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.6% | -0.9% | -2.1% |
| 7D | +0.1% | +3.1% | -3.1% | -0.7% |
| 30D | +3.0% | -9.0% | +12.0% | +5.1% |
| 3M | +2.9% | -12.4% | +15.3% | +5.6% |
| 6M | +22.1% | +25.5% | -3.4% | +14.1% |
| YTD | +18.0% | +43.6% | -25.6% | +6.3% |
| 1Y | +33.9% | +87.2% | -53.3% | +12.5% |
| 3Y | +71.2% | +135.2% | -64.1% | +33.0% |
| 5Y | +112.6% | +290.9% | -178.3% | +40.6% |
| 10Y | +1,198.8% | +1,113.5% | +85.3% | +495.9% |
| All | +169,371.8% | +8,684.3% | +160,687.6% | +35,965.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling