-41.7%
CPB vs VOO
+77.8%
-119.5%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.3% | +1.8% |
| 7D | -8.2% | +0.5% | -8.8% | -8.2% |
| 30D | -5.6% | -0.9% | -4.7% | -5.6% |
| 3M | +3.0% | +3.9% | -0.9% | +3.0% |
| 6M | -12.7% | +14.5% | -27.3% | -13.0% |
| YTD | -18.0% | +13.0% | -30.9% | -18.2% |
| 1Y | -31.7% | +19.4% | -51.2% | -32.3% |
| All | -41.7% | +77.8% | -119.5% | -42.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling