+159.0%
ECHO vs CPB
-39.9%
+199.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -1.2% | +8.1% | +6.9% |
| 7D | +3.0% | +3.3% | -0.2% | +3.0% |
| 30D | +6.7% | +19.0% | -12.3% | +6.6% |
| 3M | +12.4% | +0.4% | +11.9% | +12.6% |
| 6M | -20.4% | +13.0% | -33.4% | -20.6% |
| YTD | -6.9% | -12.7% | +5.8% | -6.4% |
| 1Y | +37.7% | -20.9% | +58.6% | +38.8% |
| 3Y | +902.9% | -35.4% | +938.3% | +921.0% |
| 5Y | +275.3% | -32.3% | +307.6% | +280.3% |
| 10Y | +159.0% | -40.5% | +199.5% | +166.1% |
| All | +159.0% | -39.9% | +199.0% | +166.1% |
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