+24.4%
CP vs TECH
-40.1%
+64.5%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +2.1% |
| 6M | +7.7% | +54.0% | -46.3% | -1.4% |
| YTD | +26.0% | +24.3% | +1.7% | +18.9% |
| 1Y | +34.6% | +25.8% | +8.8% | +26.5% |
| 3Y | +26.7% | +26.0% | +0.7% | +14.6% |
| All | +24.4% | -40.1% | +64.5% | +31.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling