+192.1%
CFG vs PODD
-4.1%
+196.2%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.1% | -1.5% | +0.3% |
| 7D | +3.2% | +4.1% | -0.9% | +2.5% |
| 30D | +5.1% | +13.9% | -8.7% | +2.9% |
| 3M | -11.2% | +4.1% | -15.4% | -12.0% |
| 6M | +9.6% | +2.4% | +7.1% | +7.9% |
| YTD | +15.0% | -46.4% | +61.3% | +28.5% |
| 1Y | +29.9% | -54.2% | +84.0% | +49.7% |
| 3Y | +192.1% | -6.9% | +199.0% | +170.9% |
| All | +192.1% | -4.1% | +196.2% | +170.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling