+716.5%
CPK vs VOO
+817.1%
-100.6%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.6% |
| 7D | 0.0% | +0.1% | -0.1% | -0.1% |
| 30D | -0.9% | +0.1% | -0.9% | -1.0% |
| 3M | +10.0% | +2.0% | +8.0% | +8.2% |
| 6M | -2.5% | +13.0% | -15.6% | -10.7% |
| YTD | +7.5% | +13.6% | -6.1% | -2.0% |
| 1Y | +9.0% | +20.1% | -11.1% | -4.6% |
| 3Y | +28.3% | +77.6% | -49.3% | -16.2% |
| 5Y | +12.0% | +82.4% | -70.5% | -29.8% |
| 10Y | +150.9% | +316.8% | -166.0% | -17.9% |
| All | +716.5% | +817.1% | -100.6% | +36.3% |
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