+246.7%
CB vs PODD
+314.4%
-67.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | +0.2% |
| 7D | -1.0% | -9.1% | +8.1% | -0.2% |
| 30D | +7.3% | +7.3% | 0.0% | +6.6% |
| 3M | +7.0% | +3.7% | +3.3% | +6.6% |
| 6M | +16.3% | -2.7% | +19.0% | +16.1% |
| YTD | +19.7% | -47.2% | +66.9% | +25.8% |
| 1Y | +27.8% | -54.0% | +81.8% | +35.8% |
| 3Y | +72.0% | -3.3% | +75.3% | +67.4% |
| 5Y | +104.9% | -52.3% | +157.2% | +110.5% |
| 10Y | +246.7% | +322.4% | -75.7% | +200.1% |
| All | +246.7% | +314.4% | -67.7% | +200.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling