+24.4%
CP vs ACWI
+54.8%
-30.4%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +2.8% | -2.4% | +5.1% | +4.7% |
| 30D | +10.2% | -5.2% | +15.4% | +14.9% |
| 3M | +2.4% | -4.8% | +7.2% | +6.4% |
| 6M | +7.7% | -1.3% | +9.0% | +8.1% |
| YTD | +26.0% | +8.4% | +17.6% | +16.4% |
| 1Y | +34.6% | +11.0% | +23.6% | +21.8% |
| 3Y | +26.7% | +70.6% | -43.9% | -22.1% |
| All | +24.4% | +54.8% | -30.4% | -16.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling