-5.2%
CPZ vs VOO
+12.0%
-17.2%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | +1.0% | -0.6% | +1.5% | +1.1% |
| 30D | +1.8% | -3.6% | +5.5% | +3.0% |
| 3M | -3.8% | -2.7% | -1.1% | -3.0% |
| 6M | -0.5% | +2.2% | -2.7% | -1.2% |
| YTD | -4.4% | +10.9% | -15.3% | -8.6% |
| 1Y | -5.2% | +11.3% | -16.5% | -9.4% |
| All | -5.2% | +12.0% | -17.2% | -9.4% |
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