+746.7%
GOOGL vs CPB
-44.2%
+790.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.6% | -2.8% | -2.3% |
| 7D | -1.9% | -8.0% | +6.1% | -1.5% |
| 30D | -7.5% | -2.4% | -5.0% | -7.4% |
| 3M | -9.2% | +0.5% | -9.7% | -9.3% |
| 6M | +8.1% | -10.5% | +18.5% | +8.5% |
| YTD | +5.8% | -17.5% | +23.4% | +6.6% |
| 1Y | +38.3% | -31.0% | +69.4% | +40.7% |
| 3Y | +144.8% | -40.6% | +185.4% | +149.0% |
| 5Y | +132.5% | -37.7% | +170.3% | +133.5% |
| 10Y | +746.7% | -43.4% | +790.1% | +748.3% |
| All | +746.7% | -44.2% | +790.9% | +748.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling