+366.8%
CSCO vs TAP
-52.1%
+418.9%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.1% | +1.0% |
| 7D | -0.5% | -2.3% | +1.8% | 0.0% |
| 30D | -10.1% | -9.4% | -0.7% | -8.0% |
| 3M | -11.7% | -0.8% | -10.9% | -12.2% |
| 6M | +40.1% | -14.7% | +54.8% | +44.9% |
| YTD | +43.8% | -13.9% | +57.7% | +47.3% |
| 1Y | +66.6% | -18.6% | +85.2% | +73.0% |
| 3Y | +108.5% | -32.0% | +140.5% | +125.6% |
| 5Y | +114.0% | -1.0% | +114.9% | +99.8% |
| 10Y | +366.8% | -51.4% | +418.2% | +379.2% |
| All | +366.8% | -52.1% | +418.9% | +379.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded TAP 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling