+32.1%
CL vs PODD
-48.3%
+80.5%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +6.6% | -3.3% | +2.9% |
| 7D | +7.7% | +10.8% | -3.1% | +7.0% |
| 30D | +15.2% | +21.7% | -6.4% | +14.0% |
| 3M | +7.3% | -1.1% | +8.4% | +6.8% |
| 6M | +17.0% | -3.7% | +20.7% | +16.0% |
| YTD | +28.0% | -41.9% | +69.9% | +24.9% |
| 1Y | +32.1% | -48.5% | +80.6% | +28.9% |
| All | +32.1% | -48.3% | +80.5% | +28.9% |
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