+378.7%
GH vs CPB
-41.6%
+420.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.4% | +3.6% | +0.2% |
| 7D | -0.1% | -8.6% | +8.5% | -0.1% |
| 30D | -1.1% | -7.2% | +6.2% | -1.1% |
| 3M | +21.3% | +0.9% | +20.4% | +21.4% |
| 6M | +73.5% | -11.8% | +85.3% | +72.5% |
| YTD | +58.0% | -19.4% | +77.4% | +56.1% |
| 1Y | +163.1% | -30.4% | +193.4% | +156.4% |
| All | +378.7% | -41.6% | +420.2% | +330.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling