+3,014.5%
EQT vs CPB
+335.7%
+2,678.8%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.4% | -1.0% |
| 7D | -2.0% | -8.0% | +6.0% | -0.6% |
| 30D | +1.0% | -2.4% | +3.4% | +1.4% |
| 3M | +4.0% | +0.5% | +3.5% | +3.4% |
| 6M | -11.7% | -10.5% | -1.2% | -10.5% |
| YTD | +2.8% | -17.5% | +20.3% | +5.5% |
| 1Y | +10.0% | -31.0% | +41.0% | +16.6% |
| 3Y | +34.1% | -40.6% | +74.8% | +43.8% |
| 5Y | +195.3% | -37.7% | +233.0% | +210.7% |
| 10Y | +51.6% | -43.4% | +95.0% | +58.8% |
| All | +3,014.5% | +335.7% | +2,678.8% | +2,566.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling