+27.9%
AAPL vs XLY
-0.8%
+28.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.8% | +2.3% | -0.1% |
| 7D | -1.4% | +1.2% | -2.6% | -1.7% |
| 30D | +3.2% | +5.3% | -2.1% | +1.3% |
| 3M | +10.8% | -0.6% | +11.4% | +11.0% |
| 6M | +21.3% | +0.1% | +21.3% | +21.6% |
| YTD | +26.9% | -0.9% | +27.8% | +26.5% |
| 1Y | +27.9% | -1.6% | +29.5% | +27.6% |
| All | +27.9% | -0.8% | +28.7% | +27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XLY.
Daily Out/Under-Performance
Portfolio return minus XLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLY 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 1y: compounded portfolio wealth divided by compounded XLY 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…
1y analysis · Full analysis span regression · 6 months rolling