+2,049.9%
LLY vs CPB
-40.1%
+2,090.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.6% | +0.6% |
| 7D | +1.4% | -4.1% | +5.4% | +2.2% |
| 30D | +21.5% | +16.9% | +4.6% | +17.6% |
| 3M | +18.5% | -0.6% | +19.0% | +18.2% |
| 6M | +49.1% | +11.4% | +37.7% | +45.0% |
| YTD | +34.4% | -14.8% | +49.2% | +37.7% |
| 1Y | +46.3% | -24.8% | +71.1% | +53.6% |
| 3Y | +145.5% | -36.6% | +182.1% | +162.1% |
| 5Y | +472.7% | -33.3% | +506.0% | +500.6% |
| 10Y | +2,049.9% | -40.4% | +2,090.3% | +2,026.8% |
| All | +2,049.9% | -40.1% | +2,090.1% | +2,026.8% |
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