+1,278.0%
AAPL vs XHB
+215.4%
+1,062.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | +0.9% |
| 7D | +3.8% | -4.6% | +8.5% | +6.4% |
| 30D | +9.9% | -9.1% | +19.1% | +15.4% |
| 3M | +12.5% | -8.6% | +21.0% | +17.0% |
| 6M | +27.6% | -4.0% | +31.7% | +28.3% |
| YTD | +22.6% | -3.9% | +26.5% | +22.5% |
| 1Y | +45.0% | -16.5% | +61.4% | +55.9% |
| 3Y | +87.8% | +22.6% | +65.2% | +56.2% |
| 5Y | +128.7% | +33.9% | +94.7% | +76.2% |
| All | +1,278.0% | +215.4% | +1,062.6% | +586.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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