-27.4%
CPB vs FIGR
-29.9%
+2.6%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.8% | +4.9% | +3.1% |
| 7D | -1.6% | +11.0% | -12.5% | -1.1% |
| 30D | +19.2% | +0.7% | +18.5% | +19.4% |
| 3M | -0.9% | -20.9% | +19.9% | -1.5% |
| 6M | +15.2% | -37.7% | +53.0% | +13.8% |
| YTD | -13.1% | -38.2% | +25.2% | -13.2% |
| 1Y | -22.4% | -27.1% | +4.7% | -22.1% |
| All | -27.4% | -29.9% | +2.6% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FIGR.
Daily Out/Under-Performance
Portfolio return minus FIGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIGR 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 FIGR 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