+775.9%
CB vs PODD
+761.8%
+14.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.2% | +4.4% | -0.9% |
| 7D | +0.2% | -2.1% | +2.4% | +0.5% |
| 30D | +9.1% | +9.0% | 0.0% | +7.6% |
| 3M | +3.4% | +5.2% | -1.8% | +2.4% |
| 6M | +14.1% | -3.2% | +17.2% | +13.6% |
| YTD | +18.0% | -48.5% | +66.5% | +28.5% |
| 1Y | +30.1% | -54.7% | +84.8% | +44.1% |
| 3Y | +71.8% | -7.8% | +79.6% | +66.5% |
| 5Y | +101.8% | -52.4% | +154.3% | +109.8% |
| 10Y | +252.1% | +315.9% | -63.7% | +136.0% |
| All | +775.9% | +761.8% | +14.1% | +264.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling