-43.4%
CPB vs PFG
+239.8%
-283.2%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.4% | +0.6% |
| 7D | -8.0% | +3.2% | -11.2% | -8.3% |
| 30D | -2.4% | +0.9% | -3.4% | -2.5% |
| 3M | +0.5% | +7.7% | -7.2% | -0.2% |
| 6M | -10.5% | +29.0% | -39.4% | -12.5% |
| YTD | -17.5% | +32.5% | -50.0% | -19.6% |
| 1Y | -31.0% | +47.3% | -78.3% | -33.4% |
| 3Y | -40.6% | +68.2% | -108.9% | -43.6% |
| 5Y | -37.7% | +108.5% | -146.2% | -42.1% |
| 10Y | -43.4% | +241.4% | -284.8% | -52.4% |
| All | -43.4% | +239.8% | -283.2% | -52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded PFG 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling