+9.9%
CPK vs VOO
+81.6%
-71.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.6% |
| 7D | -0.2% | -0.4% | +0.2% | 0.0% |
| 30D | -1.3% | -1.4% | +0.1% | -0.8% |
| 3M | +6.8% | +3.7% | +3.1% | +5.3% |
| 6M | +0.1% | +13.0% | -13.0% | -4.6% |
| YTD | +5.9% | +12.4% | -6.5% | +1.0% |
| 1Y | +7.5% | +18.6% | -11.1% | +0.2% |
| 3Y | +29.0% | +78.1% | -49.0% | -0.3% |
| 5Y | +9.9% | +82.3% | -72.4% | -18.8% |
| All | +9.9% | +81.6% | -71.7% | -18.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling