-43.5%
CAG vs PODD
-55.4%
+12.0%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.3% | -0.6% |
| 7D | -5.7% | -10.5% | +4.8% | -5.0% |
| 30D | -2.4% | -9.0% | +6.6% | -1.8% |
| 3M | +9.8% | -11.5% | +21.3% | +10.5% |
| 6M | -10.8% | -44.7% | +33.9% | -8.5% |
| YTD | -10.8% | -53.6% | +42.8% | -7.7% |
| 1Y | -19.0% | -61.0% | +42.0% | -15.4% |
| 3Y | -39.7% | -24.7% | -15.0% | -40.2% |
| All | -43.5% | -55.4% | +12.0% | -42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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