+78,977.6%
AAPL vs STZ
+10,917.0%
+68,060.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.0% | +3.0% | +2.3% |
| 7D | +1.8% | -0.9% | +2.7% | +2.0% |
| 30D | +4.3% | +14.9% | -10.6% | +0.9% |
| 3M | +16.6% | +8.4% | +8.2% | +14.2% |
| 6M | +21.6% | +2.8% | +18.8% | +20.2% |
| YTD | +31.2% | +7.5% | +23.6% | +27.6% |
| 1Y | +29.6% | +12.5% | +17.0% | +24.6% |
| 3Y | +93.1% | -35.4% | +128.5% | +108.4% |
| 5Y | +146.2% | -29.3% | +175.5% | +160.1% |
| 10Y | +1,326.9% | +11.8% | +1,315.1% | +1,237.8% |
| All | +78,977.6% | +10,917.0% | +68,060.6% | +26,013.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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