+29.9%
AAPL vs XME
+5.2%
+24.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.0% | +6.3% | +5.4% |
| 7D | +1.7% | -5.5% | +7.1% | +2.0% |
| 30D | +5.0% | -11.1% | +16.1% | +5.8% |
| 3M | +13.1% | -11.1% | +24.2% | +13.4% |
| 6M | +26.5% | -18.0% | +44.5% | +28.2% |
| YTD | +28.9% | -7.4% | +36.3% | +29.0% |
| 1Y | +29.9% | +6.7% | +23.2% | +28.5% |
| All | +29.9% | +5.2% | +24.7% | +28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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