+125.7%
EEM vs CPB
-45.5%
+171.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.3% | +2.1% | -2.0% |
| 7D | -0.7% | -5.4% | +4.7% | -0.5% |
| 30D | +2.4% | -7.8% | +10.2% | +2.7% |
| 3M | +4.2% | -6.9% | +11.1% | +4.3% |
| 6M | +14.8% | -12.2% | +27.0% | +15.3% |
| YTD | +23.1% | -21.1% | +44.2% | +24.3% |
| 1Y | +32.5% | -33.5% | +66.0% | +35.2% |
| 3Y | +85.9% | -43.2% | +129.1% | +90.5% |
| 5Y | +43.6% | -40.9% | +84.5% | +45.6% |
| All | +125.7% | -45.5% | +171.1% | +135.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling