+23.5%
CP vs MNDY
-55.5%
+79.0%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +0.9% |
| 7D | +0.9% | -17.9% | +18.8% | +2.0% |
| 30D | +10.3% | -9.0% | +19.4% | +10.9% |
| 3M | +2.3% | -10.4% | +12.6% | +2.6% |
| 6M | +10.7% | +7.0% | +3.7% | +9.5% |
| YTD | +29.3% | -47.8% | +77.1% | +33.5% |
| 1Y | +31.5% | -51.6% | +83.0% | +36.4% |
| 3Y | +36.7% | -45.0% | +81.7% | +38.0% |
| 5Y | +26.8% | -78.8% | +105.6% | +27.5% |
| All | +23.5% | -55.5% | +79.0% | +31.5% |
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