-48.5%
PODD vs CPB
-18.4%
-30.0%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +5.9% | +0.6% | +5.1% |
| 7D | +10.8% | +13.0% | -2.2% | +7.8% |
| 30D | +21.7% | +20.5% | +1.2% | +16.7% |
| 3M | -1.1% | +2.2% | -3.3% | -2.3% |
| 6M | -3.7% | +15.4% | -19.1% | -6.2% |
| YTD | -41.9% | -12.3% | -29.6% | -43.4% |
| 1Y | -48.5% | -18.0% | -30.5% | -49.6% |
| All | -48.5% | -18.4% | -30.0% | -49.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling