+636.2%
ADI vs CPB
-40.9%
+677.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.8% | -0.3% |
| 7D | -6.3% | +2.9% | -9.2% | -6.5% |
| 30D | -3.2% | +17.6% | -20.8% | -4.0% |
| 3M | +2.8% | +2.0% | +0.7% | +2.6% |
| 6M | -5.0% | +11.6% | -16.7% | -6.0% |
| YTD | +46.3% | -13.8% | +60.1% | +47.8% |
| 1Y | +71.6% | -21.6% | +93.2% | +74.7% |
| 3Y | +139.2% | -35.8% | +175.0% | +146.2% |
| 5Y | +136.4% | -33.3% | +169.7% | +140.3% |
| 10Y | +636.2% | -39.4% | +675.6% | +601.6% |
| All | +636.2% | -40.9% | +677.1% | +601.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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