+19.3%
CP vs MNDY
-47.4%
+66.7%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.4% | +6.8% | +0.7% |
| 7D | -2.7% | -9.6% | +6.9% | -2.1% |
| 30D | +0.2% | -0.4% | +0.6% | +0.1% |
| 3M | +2.6% | +4.3% | -1.7% | +2.0% |
| 6M | +6.0% | +19.8% | -13.8% | +4.1% |
| YTD | +24.9% | -38.3% | +63.2% | +28.0% |
| 1Y | +20.1% | -50.1% | +70.2% | +24.6% |
| 3Y | +16.4% | -48.4% | +64.8% | +18.3% |
| 5Y | +31.7% | -76.0% | +107.8% | +31.5% |
| All | +19.3% | -47.4% | +66.7% | +26.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling