+95.3%
AAPL vs XME
+93.2%
+2.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.0% | +0.7% |
| 7D | +4.1% | +0.3% | +3.8% | +4.0% |
| 30D | +4.0% | -6.1% | +10.1% | +5.3% |
| 3M | +16.8% | -18.6% | +35.4% | +21.8% |
| 6M | +19.4% | -23.9% | +43.3% | +26.3% |
| YTD | +31.5% | -9.3% | +40.9% | +30.4% |
| 1Y | +31.0% | +1.8% | +29.2% | +24.5% |
| 3Y | +95.3% | +93.0% | +2.3% | +46.4% |
| All | +95.3% | +93.2% | +2.1% | +46.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling