-43.6%
CPB vs MNDY
-49.8%
+6.3%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.0% | -1.7% | +0.3% |
| 7D | -1.8% | -4.6% | +2.9% | -1.8% |
| 30D | -7.1% | +1.0% | -8.1% | -7.1% |
| 3M | -6.0% | +9.1% | -15.2% | -6.0% |
| 6M | -5.3% | +14.2% | -19.5% | -5.0% |
| YTD | -20.8% | -41.1% | +20.3% | -21.5% |
| 1Y | -33.8% | -54.7% | +20.9% | -34.7% |
| 3Y | -43.7% | -50.6% | +6.8% | -43.9% |
| 5Y | -40.7% | -76.7% | +35.9% | -41.7% |
| All | -43.6% | -49.8% | +6.3% | -42.4% |
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