+41.0%
CFG vs PODD
-57.8%
+98.8%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | +0.1% |
| 7D | +1.5% | +1.6% | -0.1% | +1.4% |
| 30D | -3.8% | +10.7% | -14.5% | -4.8% |
| 3M | +11.5% | +0.7% | +10.8% | +10.7% |
| 6M | +19.2% | -39.3% | +58.5% | +27.4% |
| YTD | +23.7% | -48.1% | +71.8% | +35.4% |
| All | +41.0% | -57.8% | +98.8% | +56.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling