+206.6%
CFG vs PODD
+315.5%
-108.9%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | +1.6% | -4.4% | +6.0% | +2.4% |
| 30D | +3.3% | +8.1% | -4.8% | +1.7% |
| 3M | -11.5% | +2.9% | -14.5% | -12.2% |
| 6M | +6.2% | -5.7% | +11.9% | +6.2% |
| YTD | +14.3% | -47.5% | +61.7% | +27.3% |
| 1Y | +26.7% | -55.7% | +82.4% | +45.8% |
| 3Y | +187.8% | -3.7% | +191.5% | +178.1% |
| 5Y | +61.3% | -52.6% | +113.9% | +73.1% |
| All | +206.6% | +315.5% | -108.9% | +127.5% |
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