+156.2%
CF vs MNDY
-55.2%
+211.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.7% |
| 7D | +10.4% | -19.8% | +30.1% | +10.7% |
| 30D | +7.6% | -8.4% | +16.0% | +7.7% |
| 3M | +5.2% | -11.2% | +16.4% | +5.2% |
| 6M | -0.1% | +0.9% | -1.0% | -0.4% |
| YTD | +61.7% | -47.4% | +109.1% | +63.4% |
| 1Y | +50.3% | -53.0% | +103.3% | +52.3% |
| 3Y | +66.0% | -44.6% | +110.6% | +66.9% |
| 5Y | +114.5% | -78.7% | +193.2% | +115.3% |
| All | +156.2% | -55.2% | +211.4% | +184.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 10y: compounded portfolio wealth divided by compounded MNDY 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…
10y analysis · Full analysis span regression · 6 months rolling