-48.5%
PODD vs CAI
+12.6%
-61.0%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.1% | +5.4% | +6.4% |
| 7D | +10.8% | -6.3% | +17.1% | +11.8% |
| 30D | +21.7% | +9.3% | +12.4% | +19.7% |
| 3M | -1.1% | +106.3% | -107.4% | -13.4% |
| 6M | -3.7% | +77.7% | -81.5% | -14.2% |
| YTD | -41.9% | +23.1% | -65.1% | -47.0% |
| 1Y | -48.5% | +6.5% | -55.0% | -53.6% |
| All | -48.5% | +12.6% | -61.0% | -53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI 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 1y: compounded portfolio wealth divided by compounded CAI 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…
1y analysis · Full analysis span regression · 6 months rolling