+14.1%
CB vs PODD
-12.3%
+26.4%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.2% | +4.4% | -1.0% |
| 7D | +0.2% | -2.1% | +2.4% | +0.5% |
| 30D | +9.1% | +9.0% | 0.0% | +8.0% |
| 3M | +3.4% | +5.2% | -1.8% | +2.7% |
| 6M | +14.1% | -3.2% | +17.2% | +12.1% |
| All | +14.1% | -12.3% | +26.4% | +12.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling