+110,879.8%
AAPL vs XLU
+630.6%
+110,249.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | +0.4% |
| 7D | -3.0% | +0.6% | -3.6% | -3.3% |
| 30D | +2.3% | -0.4% | +2.7% | +2.5% |
| 3M | +8.6% | -1.7% | +10.4% | +9.4% |
| 6M | +21.6% | -7.1% | +28.7% | +25.9% |
| YTD | +16.3% | +1.9% | +14.4% | +14.2% |
| 1Y | +35.1% | +6.1% | +28.9% | +29.4% |
| 3Y | +79.4% | +48.8% | +30.6% | +40.0% |
| 5Y | +109.8% | +43.8% | +66.0% | +66.3% |
| 10Y | +1,237.1% | +143.2% | +1,093.9% | +673.1% |
| All | +110,879.8% | +630.6% | +110,249.2% | +31,053.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling