+32.2%
CP vs ACWI
+13.1%
+19.1%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | -0.6% |
| 7D | -0.7% | -0.7% | 0.0% | -0.4% |
| 30D | +9.6% | -2.0% | +11.6% | +10.6% |
| 3M | +2.2% | -2.2% | +4.4% | +3.2% |
| 6M | +11.1% | +1.9% | +9.2% | +9.6% |
| YTD | +28.2% | +12.0% | +16.2% | +18.2% |
| 1Y | +32.2% | +12.5% | +19.6% | +21.3% |
| All | +32.2% | +13.1% | +19.1% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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