+114.0%
CSCO vs PODD
-53.4%
+167.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.5% | +3.5% | +0.3% |
| 7D | -0.5% | -4.1% | +3.6% | -0.1% |
| 30D | -10.1% | +0.8% | -10.9% | -10.2% |
| 3M | -11.7% | -6.1% | -5.6% | -11.8% |
| 6M | +40.1% | -40.0% | +80.1% | +48.2% |
| YTD | +43.8% | -49.9% | +93.7% | +56.0% |
| 1Y | +66.6% | -59.3% | +125.9% | +85.9% |
| 3Y | +108.5% | -17.2% | +125.8% | +106.0% |
| 5Y | +114.0% | -53.0% | +167.0% | +126.8% |
| All | +114.0% | -53.4% | +167.4% | +126.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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