-42.6%
CPB vs MNDY
-47.4%
+4.8%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -6.4% | +3.0% | -3.4% |
| 7D | -8.6% | -9.6% | +1.0% | -8.6% |
| 30D | -7.2% | -0.4% | -6.8% | -7.3% |
| 3M | +0.9% | +4.3% | -3.4% | +0.9% |
| 6M | -11.8% | +19.8% | -31.6% | -11.6% |
| YTD | -19.4% | -38.3% | +18.9% | -20.1% |
| 1Y | -30.4% | -50.1% | +19.7% | -31.2% |
| 3Y | -40.2% | -48.4% | +8.3% | -40.3% |
| 5Y | -39.5% | -76.0% | +36.5% | -40.5% |
| All | -42.6% | -47.4% | +4.8% | -41.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling