+218.9%
CB vs PODD
+239.0%
-20.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.1% | +0.1% | -1.7% |
| 7D | +0.5% | +1.6% | -1.1% | +0.3% |
| 30D | -3.1% | +10.7% | -13.8% | -4.0% |
| 3M | +9.0% | +0.7% | +8.2% | +8.5% |
| 6M | +2.9% | -39.3% | +42.1% | +6.8% |
| YTD | +10.1% | -48.1% | +58.2% | +15.8% |
| 1Y | +22.8% | -57.4% | +80.2% | +31.3% |
| 3Y | +73.8% | -23.3% | +97.1% | +73.0% |
| 5Y | +99.2% | -51.3% | +150.4% | +103.9% |
| All | +218.9% | +239.0% | -20.0% | +188.0% |
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