+717.2%
CB vs PODD
+767.5%
-50.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.1% | +0.1% | -1.6% |
| 7D | +0.5% | +1.6% | -1.1% | +0.3% |
| 30D | -3.1% | +10.7% | -13.8% | -4.6% |
| 3M | +9.0% | +0.7% | +8.2% | +8.1% |
| 6M | +2.9% | -39.3% | +42.1% | +9.6% |
| YTD | +10.1% | -48.1% | +58.2% | +19.9% |
| 1Y | +22.8% | -57.4% | +80.2% | +37.3% |
| 3Y | +73.8% | -23.3% | +97.1% | +72.8% |
| 5Y | +99.2% | -51.3% | +150.4% | +106.4% |
| 10Y | +218.2% | +242.0% | -23.8% | +120.0% |
| All | +717.2% | +767.5% | -50.3% | +240.0% |
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