-37.7%
CPB vs MNDY
-78.9%
+41.2%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.1% | +3.6% | +0.5% |
| 7D | -8.0% | -14.1% | +6.1% | -8.0% |
| 30D | -2.4% | -8.5% | +6.1% | -2.4% |
| 3M | +0.5% | -2.5% | +3.1% | +0.5% |
| 6M | -10.5% | +0.1% | -10.5% | -10.4% |
| YTD | -17.5% | -45.0% | +27.5% | -18.2% |
| 1Y | -31.0% | -58.1% | +27.1% | -31.9% |
| 3Y | -40.6% | -52.6% | +12.0% | -40.8% |
| 5Y | -37.7% | -79.3% | +41.5% | -38.8% |
| All | -37.7% | -78.9% | +41.2% | -38.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling