+8.7%
DBX vs CPB
-25.8%
+34.5%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.1% | +1.3% |
| 7D | -6.3% | -5.8% | -0.5% | -5.1% |
| 30D | -5.9% | +16.5% | -22.3% | -8.7% |
| 3M | -0.4% | -1.1% | +0.7% | -0.6% |
| 6M | +29.8% | +11.5% | +18.4% | +27.7% |
| YTD | +20.5% | -15.7% | +36.3% | +20.2% |
| 1Y | +8.7% | -24.7% | +33.3% | +8.6% |
| All | +8.7% | -25.8% | +34.5% | +8.6% |
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