+250.9%
CP vs TECH
+208.1%
+42.8%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.7% |
| 7D | +2.8% | +0.2% | +2.6% | +2.7% |
| 30D | +10.2% | +0.3% | +9.9% | +10.1% |
| 3M | +2.4% | +1.3% | +1.0% | +2.0% |
| 6M | +7.7% | +54.0% | -46.3% | -3.9% |
| YTD | +26.0% | +24.3% | +1.7% | +16.8% |
| 1Y | +34.6% | +25.8% | +8.8% | +24.2% |
| 3Y | +26.7% | +26.0% | +0.7% | +11.7% |
| 5Y | +24.9% | -40.1% | +65.0% | +34.8% |
| All | +250.9% | +208.1% | +42.8% | +112.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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