+1.5%
ABNB vs CTVA
+102.0%
-100.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | -9.5% | -4.7% | -4.8% | -7.8% |
| 30D | -9.4% | +11.1% | -20.5% | -12.9% |
| 3M | +29.9% | +13.7% | +16.1% | +22.5% |
| 6M | +26.6% | +11.2% | +15.4% | +19.8% |
| YTD | +23.5% | +26.9% | -3.4% | +10.3% |
| 1Y | +35.8% | +18.8% | +17.0% | +24.2% |
| 3Y | +15.0% | +75.9% | -61.0% | -13.7% |
| 5Y | +1.5% | +105.2% | -103.7% | -30.6% |
| All | +1.5% | +102.0% | -100.5% | -30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CTVA.
Daily Out/Under-Performance
Portfolio return minus CTVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTVA 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 CTVA 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