+767.2%
CPK vs VOO
+800.4%
-33.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.3% | +0.2% |
| 7D | -0.1% | +2.6% | -2.7% | -1.8% |
| 30D | +8.1% | -2.0% | +10.0% | +9.2% |
| 3M | +4.1% | -2.8% | +6.9% | +5.7% |
| 6M | +12.1% | +2.2% | +10.0% | +9.8% |
| YTD | +14.2% | +11.5% | +2.7% | +5.1% |
| 1Y | +7.0% | +13.5% | -6.5% | -2.8% |
| 3Y | +64.6% | +78.1% | -13.5% | +6.9% |
| 5Y | +17.2% | +73.1% | -55.9% | -23.8% |
| 10Y | +170.1% | +310.7% | -140.7% | -11.0% |
| All | +767.2% | +800.4% | -33.3% | +46.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling