+17,855.5%
AAPL vs XME
+242.3%
+17,613.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.6% |
| 7D | +0.1% | -0.1% | +0.2% | +0.1% |
| 30D | +3.0% | +6.0% | -3.0% | +0.5% |
| 3M | +2.9% | -7.7% | +10.6% | +4.9% |
| 6M | +22.1% | +1.0% | +21.1% | +19.9% |
| YTD | +18.0% | +14.6% | +3.4% | +9.8% |
| 1Y | +33.9% | +46.0% | -12.0% | +13.0% |
| 3Y | +71.2% | +127.0% | -55.8% | +20.5% |
| 5Y | +112.6% | +175.8% | -63.2% | +35.9% |
| 10Y | +1,198.8% | +414.6% | +784.1% | +511.6% |
| All | +17,855.5% | +242.3% | +17,613.2% | +8,147.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling