+895.0%
APA vs CPB
+360.6%
+534.4%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.3% | +3.9% | +2.8% |
| 7D | -15.5% | +8.0% | -23.5% | -16.5% |
| 30D | +2.4% | +22.4% | -20.0% | -0.6% |
| 3M | +22.8% | +2.5% | +20.3% | +22.0% |
| 6M | +17.9% | +12.2% | +5.7% | +15.4% |
| YTD | +87.7% | -12.8% | +100.5% | +89.9% |
| 1Y | +94.2% | -19.2% | +113.4% | +98.4% |
| 3Y | +27.2% | -35.6% | +62.8% | +33.1% |
| 5Y | +74.1% | -31.4% | +105.6% | +79.4% |
| 10Y | +2.6% | -37.9% | +40.6% | +4.0% |
| All | +895.0% | +360.6% | +534.4% | +740.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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