-33.5%
CPB vs VOO
+17.3%
-50.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.7% | -4.5% |
| 7D | -5.4% | -2.0% | -3.4% | -5.9% |
| 30D | -7.8% | -1.7% | -6.2% | -8.2% |
| 3M | -6.9% | +4.7% | -11.7% | -5.4% |
| 6M | -12.2% | +12.6% | -24.7% | -8.8% |
| YTD | -21.1% | +11.8% | -32.8% | -18.3% |
| 1Y | -33.5% | +17.5% | -51.0% | -31.5% |
| All | -33.5% | +17.3% | -50.8% | -31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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