+107.8%
CB vs PODD
-51.4%
+159.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.1% | -1.1% | +0.9% |
| 7D | +2.9% | +4.1% | -1.1% | +2.6% |
| 30D | +7.3% | +13.9% | -6.5% | +6.3% |
| 3M | +9.4% | +4.1% | +5.3% | +9.0% |
| 6M | +19.6% | +2.4% | +17.2% | +19.0% |
| YTD | +21.5% | -46.4% | +67.8% | +25.7% |
| 1Y | +28.0% | -54.2% | +82.2% | +33.8% |
| 3Y | +74.9% | -6.9% | +81.7% | +71.1% |
| All | +107.8% | -51.4% | +159.2% | +109.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling