+308.6%
CFG vs PODD
+223.9%
+84.8%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.5% | +2.4% | -0.5% |
| 7D | +2.7% | -4.1% | +6.8% | +3.5% |
| 30D | -3.7% | +0.8% | -4.5% | -3.9% |
| 3M | +9.5% | -6.1% | +15.6% | +9.8% |
| 6M | +22.2% | -40.0% | +62.2% | +32.8% |
| YTD | +22.3% | -49.9% | +72.3% | +37.5% |
| 1Y | +39.4% | -59.3% | +98.7% | +62.7% |
| 3Y | +188.5% | -17.2% | +205.7% | +186.2% |
| 5Y | +101.5% | -53.0% | +154.5% | +116.3% |
| 10Y | +308.6% | +226.1% | +82.5% | +215.9% |
| All | +308.6% | +223.9% | +84.8% | +215.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling