-43.4%
CPB vs RVTY
+134.6%
-178.0%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.5% | +3.1% | +0.8% |
| 7D | -8.0% | -5.4% | -2.6% | -7.5% |
| 30D | -2.4% | +6.7% | -9.2% | -3.1% |
| 3M | +0.5% | +19.0% | -18.5% | -1.4% |
| 6M | -10.5% | +34.6% | -45.1% | -13.5% |
| YTD | -17.5% | +28.3% | -45.8% | -20.1% |
| 1Y | -31.0% | +46.0% | -77.1% | -34.2% |
| 3Y | -40.6% | +16.9% | -57.5% | -42.5% |
| 5Y | -37.7% | -32.9% | -4.8% | -37.4% |
| 10Y | -43.4% | +141.6% | -185.1% | -49.0% |
| All | -43.4% | +134.6% | -178.0% | -49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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