+37,071.2%
ADI vs CPB
+325.7%
+36,745.4%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.4% | +5.0% | +2.4% |
| 7D | +0.4% | -8.6% | +9.0% | +2.3% |
| 30D | -3.8% | -7.2% | +3.4% | -2.4% |
| 3M | -15.3% | +0.9% | -16.1% | -16.1% |
| 6M | +6.7% | -11.8% | +18.5% | +8.6% |
| YTD | +34.8% | -19.4% | +54.2% | +39.7% |
| 1Y | +49.0% | -30.4% | +79.4% | +59.3% |
| 3Y | +108.1% | -40.2% | +148.2% | +126.8% |
| 5Y | +142.4% | -39.5% | +181.9% | +159.3% |
| 10Y | +589.9% | -47.4% | +637.3% | +634.0% |
| All | +37,071.2% | +325.7% | +36,745.4% | +17,908.9% |
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