+3.2%
MELI vs CPB
-40.6%
+43.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.3% | +5.9% | +1.6% |
| 7D | -4.3% | -5.4% | +1.1% | -4.3% |
| 30D | -1.7% | -7.8% | +6.1% | -1.7% |
| 3M | +20.0% | -6.9% | +27.0% | +19.9% |
| 6M | +9.4% | -12.2% | +21.6% | +8.9% |
| YTD | -5.4% | -21.1% | +15.7% | -6.3% |
| 1Y | -18.8% | -33.5% | +14.7% | -20.3% |
| 3Y | +33.5% | -43.2% | +76.6% | +30.3% |
| 5Y | +3.2% | -40.9% | +44.1% | -0.9% |
| All | +3.2% | -40.6% | +43.8% | -0.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling