-4.2%
CPZ vs VOO
+12.4%
-16.6%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.3% | -0.4% | +1.2% |
| 7D | +2.4% | +0.1% | +2.3% | +2.3% |
| 30D | +2.9% | -3.3% | +6.2% | +4.0% |
| 3M | -2.6% | -2.4% | -0.2% | -1.9% |
| 6M | +0.5% | +2.6% | -2.1% | -0.3% |
| YTD | -3.4% | +11.3% | -14.7% | -7.7% |
| All | -4.2% | +12.4% | -16.6% | -8.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling