+153,213.1%
AAPL vs STX
+10,249.8%
+142,963.4%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.1% |
| 7D | +3.2% | +16.8% | -13.7% | -0.3% |
| 30D | +4.1% | -27.0% | +31.1% | +10.1% |
| 3M | +17.5% | -37.9% | +55.4% | +27.2% |
| 6M | +20.6% | -32.5% | +53.1% | +24.6% |
| YTD | +31.0% | +98.6% | -67.6% | +2.0% |
| 1Y | +30.2% | +93.6% | -63.4% | +1.4% |
| 3Y | +92.9% | +699.1% | -606.2% | +2.3% |
| 5Y | +142.4% | +481.0% | -338.6% | +36.0% |
| 10Y | +1,324.9% | +2,082.0% | -757.1% | +466.4% |
| All | +153,213.1% | +10,249.8% | +142,963.4% | +35,048.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling