+114,832.1%
AAPL vs XLU
+623.5%
+114,208.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.0% | +4.5% | +4.1% |
| 7D | -0.5% | -1.2% | +0.7% | +0.1% |
| 30D | +7.1% | -2.5% | +9.6% | +8.5% |
| 3M | +12.1% | -2.7% | +14.8% | +13.6% |
| 6M | +25.4% | -7.5% | +32.9% | +30.1% |
| YTD | +20.5% | +0.9% | +19.5% | +18.8% |
| 1Y | +44.5% | +3.3% | +41.2% | +40.5% |
| 3Y | +85.8% | +47.3% | +38.5% | +45.8% |
| 5Y | +124.8% | +44.4% | +80.3% | +77.6% |
| 10Y | +1,284.7% | +140.8% | +1,143.9% | +704.7% |
| All | +114,832.1% | +623.5% | +114,208.6% | +32,327.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 1990-01-01 to 2026-09-10: compounded portfolio wealth divided by compounded XLU 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling