+87.8%
AAPL vs XLY
+35.2%
+52.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.9% | +1.1% |
| 7D | +3.8% | -1.7% | +5.5% | +5.0% |
| 30D | +9.9% | -4.2% | +14.1% | +13.1% |
| 3M | +12.5% | -2.7% | +15.2% | +14.1% |
| 6M | +27.6% | -0.6% | +28.3% | +27.1% |
| YTD | +22.6% | -5.0% | +27.6% | +26.0% |
| 1Y | +45.0% | -4.1% | +49.1% | +47.3% |
| 3Y | +87.8% | +33.6% | +54.2% | +47.8% |
| All | +87.8% | +35.2% | +52.6% | +47.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling