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  • SPCH vs APD✓SelectedUSD · APDSPCH vs APD performance historyLatest closeAs of-2.57%09/04
Stock and ETF performance explorer

SPCH vs APD

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-52.7%
APD return
+8.3%
Excess return
-61.0%
Maximum drawdown
-75.3%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioAPDExcessAlpha
1D-2.6%-1.0%-1.6%-3.0%
7D+8.2%-2.2%+10.4%+7.3%
30D+74.4%+2.1%+72.3%+72.9%
All-52.7%+8.3%-61.0%-51.9%

Cumulative growth

Daily Returns

Daily percentage return beside APD.

Daily Out/Under-Performance

Portfolio return minus APD return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × APD 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 1y: compounded portfolio wealth divided by compounded APD 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…

1y analysis · Full analysis span regression · Available span rolling