+7,916.8%
BNY vs CPB
+335.7%
+7,581.1%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.4% |
| 7D | +0.3% | -8.0% | +8.3% | +2.9% |
| 30D | +1.9% | -2.4% | +4.3% | +2.4% |
| 3M | +13.9% | +0.5% | +13.4% | +12.5% |
| 6M | +42.3% | -10.5% | +52.8% | +45.4% |
| YTD | +41.8% | -17.5% | +59.4% | +48.4% |
| 1Y | +57.9% | -31.0% | +89.0% | +74.9% |
| 3Y | +290.7% | -40.6% | +331.3% | +345.4% |
| 5Y | +252.3% | -37.7% | +290.0% | +287.0% |
| 10Y | +412.8% | -43.4% | +456.2% | +441.9% |
| All | +7,916.8% | +335.7% | +7,581.1% | +3,578.8% |
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