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  • MOS vs CP✓SelectedUSD · CPMOS vs CP performance historyLatest closeAs of+1.41%09/04
Stock and ETF performance explorer

MOS vs CP

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+13.8%
CP return
+2.1%
Excess return
+11.7%
Maximum drawdown
-9.9%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1mo.

Portfolio and benchmark returns by period
PeriodPortfolioCPExcessAlpha
1D+1.4%+0.3%+1.1%+1.5%
7D+9.5%-2.7%+12.2%+9.1%
30D+10.4%+0.2%+10.3%+10.5%
All+13.8%+2.1%+11.7%+14.0%

Cumulative growth

Daily Returns

Daily percentage return beside CP.

Daily Out/Under-Performance

Portfolio return minus CP return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × CP 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 1mo: compounded portfolio wealth divided by compounded CP 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…

1mo analysis · Full analysis span regression · Available span rolling