+8.4%
DBX vs CPB
-31.2%
+39.6%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.8% | -4.7% | -3.3% |
| 7D | -1.3% | -8.2% | +6.9% | +0.2% |
| 30D | -2.9% | -5.6% | +2.7% | -2.1% |
| 3M | +23.8% | +3.0% | +20.9% | +23.2% |
| 6M | +26.2% | -12.7% | +38.9% | +27.1% |
| YTD | +21.6% | -18.0% | +39.6% | +22.9% |
| All | +8.4% | -31.2% | +39.6% | +10.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling