+503.2%
CMI vs PODD
+223.0%
+280.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.0% | +3.2% | +1.5% |
| 7D | -0.7% | -10.5% | +9.8% | +0.6% |
| 30D | -12.4% | -9.0% | -3.4% | -11.5% |
| 3M | -14.8% | -11.5% | -3.2% | -14.3% |
| 6M | +0.8% | -44.7% | +45.5% | +7.9% |
| YTD | +10.2% | -53.6% | +63.8% | +21.0% |
| 1Y | +37.4% | -61.0% | +98.4% | +54.5% |
| 3Y | +153.3% | -24.7% | +178.0% | +154.6% |
| 5Y | +167.6% | -55.5% | +223.1% | +183.4% |
| All | +503.2% | +223.0% | +280.2% | +366.7% |
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