-46.9%
CPB vs UUUU
+495.2%
-542.1%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -6.3% | +2.0% | -4.3% |
| 7D | -5.4% | -5.0% | -0.4% | -5.4% |
| 30D | -7.8% | -7.8% | -0.1% | -7.8% |
| 3M | -6.9% | -0.4% | -6.5% | -6.9% |
| 6M | -12.2% | -32.9% | +20.7% | -12.0% |
| YTD | -21.1% | -6.3% | -14.8% | -21.3% |
| 1Y | -33.5% | +7.9% | -41.4% | -34.0% |
| 3Y | -43.2% | +85.2% | -128.4% | -44.4% |
| 5Y | -40.9% | +97.0% | -137.9% | -43.2% |
| All | -46.9% | +495.2% | -542.1% | -52.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling