+116,838.1%
AAPL vs XLY
+1,114.2%
+115,723.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.9% | +1.0% |
| 7D | +3.8% | -1.7% | +5.5% | +5.3% |
| 30D | +9.9% | -4.2% | +14.1% | +13.7% |
| 3M | +12.5% | -2.7% | +15.2% | +14.2% |
| 6M | +27.6% | -0.6% | +28.3% | +27.0% |
| YTD | +22.6% | -5.0% | +27.6% | +26.2% |
| 1Y | +45.0% | -4.1% | +49.1% | +47.5% |
| 3Y | +87.8% | +33.6% | +54.2% | +44.5% |
| 5Y | +128.7% | +28.7% | +100.0% | +78.7% |
| 10Y | +1,308.9% | +219.6% | +1,089.2% | +446.6% |
| All | +116,838.1% | +1,114.2% | +115,723.9% | +16,159.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling