+142.4%
AAPL vs STX
+493.0%
-350.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | 0.0% |
| 7D | +3.2% | +16.8% | -13.7% | +0.8% |
| 30D | +4.1% | -27.0% | +31.1% | +8.3% |
| 3M | +17.5% | -37.9% | +55.4% | +24.3% |
| 6M | +20.6% | -32.5% | +53.1% | +22.2% |
| YTD | +31.0% | +98.6% | -67.6% | -1.2% |
| 1Y | +30.2% | +93.6% | -63.4% | -1.7% |
| 3Y | +92.9% | +699.1% | -606.2% | -17.9% |
| 5Y | +142.4% | +481.0% | -338.6% | +13.6% |
| All | +142.4% | +493.0% | -350.6% | +13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX 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 5y: compounded portfolio wealth divided by compounded STX 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…
5y analysis · Full analysis span regression · 6 months rolling