+23.3%
CP vs SOLS
+27.7%
-4.4%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.3% | -3.3% | -0.2% |
| 7D | -0.7% | +16.4% | -17.1% | -1.3% |
| 30D | +9.6% | +10.6% | -1.0% | +9.0% |
| 3M | +2.2% | +10.0% | -7.8% | +1.6% |
| 6M | +11.1% | -21.2% | +32.3% | +12.6% |
| YTD | +28.2% | +38.7% | -10.5% | +23.1% |
| 1Y | +32.2% | +46.1% | -13.9% | +26.0% |
| All | +23.3% | +27.7% | -4.4% | +17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 3y: compounded portfolio wealth divided by compounded SOLS 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…
3y analysis · Full analysis span regression · 6 months rolling