+53.9%
CAG vs PODD
+796.9%
-743.0%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.1% | -0.9% | +1.1% |
| 7D | -3.3% | +4.1% | -7.4% | -3.7% |
| 30D | +7.7% | +13.9% | -6.2% | +6.6% |
| 3M | -3.2% | +4.1% | -7.3% | -3.6% |
| 6M | +7.0% | +2.4% | +4.5% | +6.4% |
| YTD | -9.0% | -46.4% | +37.4% | -5.2% |
| 1Y | -9.6% | -54.2% | +44.6% | -4.8% |
| 3Y | -36.0% | -6.9% | -29.1% | -36.9% |
| 5Y | -40.9% | -51.6% | +10.7% | -39.6% |
| 10Y | -37.3% | +329.3% | -366.6% | -49.0% |
| All | +53.9% | +796.9% | -743.0% | +3.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling