+76.3%
CL vs PODD
+324.2%
-247.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.3% | -0.8% | +1.3% |
| 7D | +0.5% | -2.5% | +3.0% | +0.7% |
| 30D | +11.6% | +10.7% | +0.8% | +11.0% |
| 3M | +5.6% | +6.1% | -0.5% | +5.2% |
| 6M | +13.2% | -2.8% | +16.0% | +13.0% |
| YTD | +26.9% | -47.3% | +74.2% | +30.5% |
| 1Y | +27.3% | -53.2% | +80.5% | +31.7% |
| 3Y | +39.7% | -2.0% | +41.7% | +36.9% |
| 5Y | +41.3% | -52.9% | +94.3% | +43.5% |
| 10Y | +76.3% | +321.1% | -244.8% | +64.3% |
| All | +76.3% | +324.2% | -247.9% | +64.3% |
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