+71.8%
CB vs PODD
-10.3%
+82.1%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.2% | +4.4% | -1.4% |
| 7D | +0.2% | -2.1% | +2.4% | +0.4% |
| 30D | +9.1% | +9.0% | 0.0% | +8.6% |
| 3M | +3.4% | +5.2% | -1.8% | +3.1% |
| 6M | +14.1% | -3.2% | +17.2% | +14.0% |
| YTD | +18.0% | -48.5% | +66.5% | +20.2% |
| 1Y | +30.1% | -54.7% | +84.8% | +33.1% |
| 3Y | +71.8% | -7.8% | +79.6% | +72.4% |
| All | +71.8% | -10.3% | +82.1% | +72.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling