+21.5%
DBX vs CPB
-29.4%
+50.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.6% | +1.8% | +2.2% |
| 7D | +0.3% | -8.0% | +8.3% | +1.3% |
| 30D | 0.0% | -2.4% | +2.4% | +0.2% |
| 3M | +26.1% | +0.5% | +25.6% | +25.9% |
| 6M | +29.4% | -10.5% | +39.8% | +30.7% |
| YTD | +24.4% | -17.5% | +41.9% | +26.8% |
| 1Y | +10.9% | -31.0% | +41.9% | +15.2% |
| 3Y | +24.1% | -40.6% | +64.7% | +29.5% |
| 5Y | +7.8% | -37.7% | +45.5% | +9.2% |
| All | +21.5% | -29.4% | +50.9% | +19.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling