-18.0%
CPB vs BRKR
+65.8%
-83.8%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +12.9% | -7.0% | +5.9% |
| 7D | +13.0% | +2.9% | +10.1% | +12.8% |
| 30D | +20.5% | -0.1% | +20.6% | +20.4% |
| 3M | +2.2% | +26.9% | -24.7% | +2.1% |
| 6M | +15.4% | +75.6% | -60.2% | +14.3% |
| YTD | -12.3% | +35.8% | -48.2% | -13.6% |
| 1Y | -18.0% | +58.6% | -76.6% | -22.5% |
| All | -18.0% | +65.8% | -83.8% | -22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 1y: compounded portfolio wealth divided by compounded BRKR 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…
1y analysis · Full analysis span regression · 6 months rolling