+102.4%
CB vs TPG
+78.3%
+24.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +1.0% |
| 7D | +2.9% | +5.0% | -2.1% | +2.4% |
| 30D | +7.3% | +15.7% | -8.4% | +5.8% |
| 3M | +9.4% | -10.6% | +20.0% | +10.3% |
| 6M | +19.6% | +15.9% | +3.7% | +17.5% |
| YTD | +21.5% | -20.6% | +42.1% | +24.0% |
| 1Y | +28.0% | -11.8% | +39.8% | +28.9% |
| 3Y | +74.9% | +71.6% | +3.3% | +55.8% |
| All | +102.4% | +78.3% | +24.0% | +69.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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