+248.2%
CB vs PODD
+308.0%
-59.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.2% | +4.4% | -1.2% |
| 7D | +0.2% | -2.1% | +2.4% | +0.4% |
| 30D | +9.1% | +9.0% | 0.0% | +8.2% |
| 3M | +3.4% | +5.2% | -1.8% | +2.8% |
| 6M | +14.1% | -3.2% | +17.2% | +13.8% |
| YTD | +18.0% | -48.5% | +66.5% | +24.3% |
| 1Y | +30.1% | -54.7% | +84.8% | +38.5% |
| 3Y | +71.8% | -7.8% | +79.6% | +68.0% |
| 5Y | +101.8% | -52.4% | +154.3% | +107.3% |
| All | +248.2% | +308.0% | -59.8% | +202.6% |
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