+34.9%
CP vs MNDY
-78.9%
+113.9%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +1.9% | -1.0% |
| 7D | +0.6% | -14.1% | +14.7% | +1.6% |
| 30D | -0.5% | -8.5% | +8.0% | 0.0% |
| 3M | +0.1% | -2.5% | +2.6% | -0.1% |
| 6M | +7.8% | +0.1% | +7.8% | +7.0% |
| YTD | +22.9% | -45.0% | +67.9% | +27.1% |
| 1Y | +21.3% | -58.1% | +79.4% | +27.9% |
| 3Y | +20.4% | -52.6% | +73.0% | +23.0% |
| 5Y | +34.9% | -79.3% | +114.2% | +38.7% |
| All | +34.9% | -78.9% | +113.9% | +38.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling