-38.1%
CPB vs MNDY
-55.0%
+16.9%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.2% | +1.9% | +3.2% |
| 7D | -1.6% | -11.3% | +9.7% | -1.6% |
| 30D | +19.2% | -10.8% | +30.0% | +19.3% |
| 3M | -0.9% | -17.3% | +16.3% | -0.9% |
| 6M | +15.2% | +15.2% | 0.0% | +15.7% |
| YTD | -13.1% | -47.1% | +34.1% | -13.8% |
| 1Y | -22.4% | -51.4% | +29.0% | -23.2% |
| 3Y | -35.3% | -49.6% | +14.3% | -35.4% |
| 5Y | -33.0% | -78.6% | +45.6% | -34.1% |
| All | -38.1% | -55.0% | +16.9% | -36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 MNDY 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