+192.7%
ECHO vs CPB
-45.7%
+238.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.8% | +2.3% | +4.0% |
| 7D | +8.6% | -8.2% | +16.8% | +8.8% |
| 30D | +3.8% | -5.6% | +9.4% | +3.8% |
| 3M | -19.9% | +3.0% | -22.9% | -20.1% |
| 6M | -12.1% | -12.7% | +0.6% | -11.8% |
| YTD | -14.1% | -18.0% | +3.9% | -13.7% |
| 1Y | +15.9% | -31.7% | +47.6% | +17.0% |
| 3Y | +417.8% | -41.0% | +458.8% | +428.5% |
| 5Y | +259.3% | -38.4% | +297.7% | +264.5% |
| 10Y | +192.7% | -45.0% | +237.7% | +200.6% |
| All | +192.7% | -45.7% | +238.4% | +200.6% |
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 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