+257.6%
CP vs PODD
+324.2%
-66.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.3% | -0.2% | +1.7% |
| 7D | +2.8% | -2.5% | +5.3% | +3.1% |
| 30D | +11.3% | +10.7% | +0.6% | +9.7% |
| 3M | +2.9% | +6.1% | -3.3% | +1.8% |
| 6M | +9.8% | -2.8% | +12.6% | +9.2% |
| YTD | +28.5% | -47.3% | +75.8% | +39.4% |
| 1Y | +33.5% | -53.2% | +86.7% | +47.2% |
| 3Y | +31.9% | -2.0% | +33.9% | +26.7% |
| 5Y | +25.5% | -52.9% | +78.4% | +32.3% |
| 10Y | +257.6% | +321.1% | -63.5% | +186.4% |
| All | +257.6% | +324.2% | -66.6% | +186.4% |
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