+41,876.5%
ADI vs CPB
+349.9%
+41,526.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.2% | +5.3% | +4.3% |
| 7D | +0.7% | -4.1% | +4.8% | +1.5% |
| 30D | +0.7% | +16.9% | -16.2% | -3.1% |
| 3M | +6.5% | -0.6% | +7.0% | +5.8% |
| 6M | -2.7% | +11.4% | -14.0% | -6.4% |
| YTD | +52.2% | -14.8% | +67.0% | +55.0% |
| 1Y | +77.5% | -24.8% | +102.2% | +85.8% |
| 3Y | +148.8% | -36.6% | +185.4% | +166.8% |
| 5Y | +142.9% | -33.3% | +176.2% | +152.7% |
| 10Y | +653.2% | -40.4% | +693.6% | +671.9% |
| All | +41,876.5% | +349.9% | +41,526.5% | +19,880.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling