-80.8%
FIG vs CPB
-29.7%
-51.1%
-86.2%
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 | +0.6% | -4.3% | +4.9% | +1.7% |
| 7D | -12.2% | -5.4% | -6.8% | -11.0% |
| 30D | -11.0% | -7.8% | -3.1% | -9.2% |
| 3M | +11.9% | -6.9% | +18.8% | +14.1% |
| 6M | -21.9% | -12.2% | -9.7% | -21.4% |
| YTD | -40.8% | -21.1% | -19.7% | -41.0% |
| 1Y | -56.6% | -33.5% | -23.1% | -54.9% |
| All | -80.8% | -29.7% | -51.1% | -80.5% |
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