-43.4%
CPB vs SPY
+312.5%
-355.9%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.0% | +0.7% |
| 7D | -8.0% | -0.4% | -7.6% | -7.9% |
| 30D | -2.4% | -1.4% | -1.0% | -2.1% |
| 3M | +0.5% | +3.7% | -3.2% | -0.4% |
| 6M | -10.5% | +13.0% | -23.5% | -13.3% |
| YTD | -17.5% | +12.4% | -29.9% | -20.1% |
| 1Y | -31.0% | +18.5% | -49.6% | -34.2% |
| 3Y | -40.6% | +77.6% | -118.3% | -50.0% |
| 5Y | -37.7% | +81.7% | -119.4% | -48.5% |
| 10Y | -43.4% | +319.7% | -363.1% | -69.5% |
| All | -43.4% | +312.5% | -355.9% | -69.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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