+271.8%
ELV vs CPB
-45.5%
+317.2%
-50.4%
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 | +5.4% | -4.3% | +9.7% | +6.4% |
| 7D | +0.9% | -5.4% | +6.2% | +2.0% |
| 30D | +7.2% | -7.8% | +15.0% | +8.9% |
| 3M | +3.4% | -6.9% | +10.3% | +4.6% |
| 6M | +48.6% | -12.2% | +60.8% | +51.8% |
| YTD | +20.6% | -21.1% | +41.6% | +26.1% |
| 1Y | +38.5% | -33.5% | +72.0% | +50.9% |
| 3Y | -2.4% | -43.2% | +40.8% | +9.4% |
| 5Y | +25.3% | -40.9% | +66.2% | +39.0% |
| All | +271.8% | -45.5% | +317.2% | +329.0% |
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