+76.6%
CB vs PODD
-22.7%
+99.3%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.1% | +0.1% | -1.8% |
| 7D | +0.5% | +1.6% | -1.1% | +0.4% |
| 30D | -3.1% | +10.7% | -13.8% | -3.6% |
| 3M | +9.0% | +0.7% | +8.2% | +8.7% |
| 6M | +2.9% | -39.3% | +42.1% | +4.0% |
| YTD | +10.1% | -48.1% | +58.2% | +11.8% |
| 1Y | +22.8% | -57.4% | +80.2% | +25.5% |
| All | +76.6% | -22.7% | +99.3% | +76.3% |
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