+57.6%
CAG vs PODD
+736.9%
-679.3%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.5% | +2.1% | -1.1% |
| 7D | -5.3% | -4.1% | -1.2% | -5.0% |
| 30D | +1.0% | +0.8% | +0.2% | +0.9% |
| 3M | +17.4% | -6.1% | +23.5% | +17.7% |
| 6M | -16.8% | -40.0% | +23.2% | -14.0% |
| YTD | -6.8% | -49.9% | +43.2% | -2.3% |
| 1Y | -15.4% | -59.3% | +43.9% | -10.1% |
| 3Y | -37.1% | -17.2% | -19.8% | -37.6% |
| 5Y | -41.3% | -53.0% | +11.7% | -39.9% |
| 10Y | -35.5% | +226.1% | -261.6% | -46.3% |
| All | +57.6% | +736.9% | -679.3% | +6.4% |
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