+27.7%
CPK vs VOO
+77.0%
-49.3%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.7% |
| 7D | -0.2% | -0.4% | +0.2% | -0.1% |
| 30D | -1.3% | -1.4% | +0.1% | -1.0% |
| 3M | +6.8% | +3.7% | +3.1% | +5.8% |
| 6M | +0.1% | +13.0% | -13.0% | -3.5% |
| YTD | +5.9% | +12.4% | -6.5% | +2.2% |
| 1Y | +7.5% | +18.6% | -11.1% | +1.7% |
| All | +27.7% | +77.0% | -49.3% | -8.9% |
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