+16.2%
CP vs MNDY
-49.8%
+66.0%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.0% | -1.5% | +0.3% |
| 7D | -2.6% | -4.6% | +2.1% | -2.3% |
| 30D | -3.7% | +1.0% | -4.8% | -3.9% |
| 3M | +0.1% | +9.1% | -9.0% | -0.7% |
| 6M | +7.8% | +14.2% | -6.4% | +6.2% |
| YTD | +21.7% | -41.1% | +62.9% | +25.0% |
| 1Y | +18.6% | -54.7% | +73.3% | +23.9% |
| 3Y | +17.5% | -50.6% | +68.1% | +19.8% |
| 5Y | +35.4% | -76.7% | +112.0% | +35.4% |
| All | +16.2% | -49.8% | +66.0% | +23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 MNDY 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