-56.3%
PODD vs CAI
-9.9%
-46.4%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.2% | -3.3% | -2.2% |
| 7D | -10.5% | -2.9% | -7.6% | -10.2% |
| 30D | -9.0% | +9.3% | -18.4% | -10.3% |
| 3M | -11.5% | +35.2% | -46.8% | -15.6% |
| 6M | -44.7% | +30.7% | -75.5% | -47.4% |
| YTD | -53.6% | -9.8% | -43.8% | -55.0% |
| 1Y | -61.0% | -28.9% | -32.1% | -61.8% |
| All | -56.3% | -9.9% | -46.4% | -58.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling