+662.9%
CTAS vs CPB
-45.7%
+708.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -0.3% |
| 7D | 0.0% | -8.2% | +8.2% | +1.4% |
| 30D | -1.0% | -5.6% | +4.6% | -0.1% |
| 3M | +15.8% | +3.0% | +12.8% | +15.0% |
| 6M | -1.0% | -12.7% | +11.7% | +1.0% |
| YTD | +7.4% | -18.0% | +25.4% | +10.5% |
| 1Y | -0.1% | -31.7% | +31.6% | +5.9% |
| 3Y | +66.3% | -41.0% | +107.2% | +79.1% |
| 5Y | +111.0% | -38.4% | +149.4% | +125.0% |
| 10Y | +662.9% | -45.0% | +707.8% | +734.8% |
| All | +662.9% | -45.7% | +708.6% | +734.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CPB 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling