+757.2%
CP vs PODD
+761.8%
-4.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.2% | +4.5% | -0.6% |
| 7D | +2.8% | -2.1% | +4.9% | +3.1% |
| 30D | +10.2% | +9.0% | +1.2% | +8.4% |
| 3M | +2.4% | +5.2% | -2.8% | +1.2% |
| 6M | +7.7% | -3.2% | +10.8% | +6.9% |
| YTD | +26.0% | -48.5% | +74.4% | +39.8% |
| 1Y | +34.6% | -54.7% | +89.3% | +52.7% |
| 3Y | +26.7% | -7.8% | +34.5% | +22.3% |
| 5Y | +24.9% | -52.4% | +77.3% | +31.8% |
| 10Y | +258.6% | +315.9% | -57.3% | +129.7% |
| All | +757.2% | +761.8% | -4.6% | +258.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling