+262.2%
CP vs PODD
+315.5%
-53.3%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.0% |
| 7D | +0.9% | -4.4% | +5.3% | +1.5% |
| 30D | +10.3% | +8.1% | +2.3% | +9.1% |
| 3M | +2.3% | +2.9% | -0.6% | +1.7% |
| 6M | +10.7% | -5.7% | +16.4% | +10.7% |
| YTD | +29.3% | -47.5% | +76.8% | +40.3% |
| 1Y | +31.5% | -55.7% | +87.1% | +46.1% |
| 3Y | +36.7% | -3.7% | +40.5% | +31.7% |
| 5Y | +26.8% | -52.6% | +79.4% | +33.5% |
| All | +262.2% | +315.5% | -53.3% | +195.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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