+308.5%
CSCO vs APA
+8.7%
+299.8%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +1.6% | -7.9% | -6.5% |
| 7D | +1.9% | +8.5% | -6.6% | +0.8% |
| 30D | -15.8% | +2.8% | -18.6% | -16.3% |
| 3M | -15.4% | +21.7% | -37.1% | -17.8% |
| 6M | -5.4% | +32.6% | -38.0% | -9.4% |
| YTD | +26.5% | +103.7% | -77.2% | +13.5% |
| 1Y | +25.9% | +101.8% | -75.9% | +13.0% |
| 3Y | +97.5% | +48.1% | +49.5% | +80.2% |
| 5Y | +93.0% | +91.9% | +1.1% | +65.3% |
| All | +308.5% | +8.7% | +299.8% | +215.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 10y: compounded portfolio wealth divided by compounded APA 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…
10y analysis · Full analysis span regression · 6 months rolling