+35.7%
CTSH vs APTV
-27.3%
+63.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.5% | -0.6% |
| 7D | -4.2% | -5.0% | +0.8% | -2.7% |
| 30D | +3.9% | -12.3% | +16.3% | +7.8% |
| 3M | +10.2% | -19.9% | +30.1% | +17.2% |
| 6M | +35.3% | -29.4% | +64.7% | +46.2% |
| YTD | -21.8% | -49.0% | +27.2% | -7.3% |
| 1Y | -12.1% | -53.1% | +40.9% | +6.9% |
| 3Y | +2.0% | -48.9% | +50.9% | +16.2% |
| 5Y | -15.3% | -77.2% | +62.0% | +21.5% |
| All | +35.7% | -27.3% | +63.0% | +30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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