-18.0%
CPB vs UUUU
-55.1%
+37.2%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.8% | +6.7% | +5.9% |
| 7D | +13.0% | -14.4% | +27.4% | +11.8% |
| 30D | +20.5% | -33.6% | +54.2% | +17.5% |
| 3M | +2.2% | -44.2% | +46.4% | -1.1% |
| 6M | +15.4% | -66.8% | +82.2% | +8.8% |
| YTD | -12.3% | -50.6% | +38.3% | -13.4% |
| 1Y | -18.0% | -57.8% | +39.8% | -20.1% |
| All | -18.0% | -55.1% | +37.2% | -20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 1y: compounded portfolio wealth divided by compounded UUUU 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…
1y analysis · Full analysis span regression · 6 months rolling