-5.5%
ABNB vs CAG
-40.6%
+35.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.4% | -0.7% | -2.9% |
| 7D | +2.7% | -1.8% | +4.5% | +2.8% |
| 30D | +10.8% | +9.7% | +1.1% | +9.9% |
| 3M | -2.1% | +0.5% | -2.6% | -2.2% |
| 6M | +32.2% | +8.9% | +23.2% | +31.2% |
| YTD | +33.5% | -8.4% | +41.8% | +33.1% |
| 1Y | +47.8% | -8.3% | +56.1% | +47.4% |
| 3Y | +53.3% | -36.1% | +89.4% | +55.2% |
| 5Y | -5.5% | -40.1% | +34.7% | -1.4% |
| All | -5.5% | -40.6% | +35.2% | -1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 5y: compounded portfolio wealth divided by compounded CAG 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…
5y analysis · Full analysis span regression · 6 months rolling