+236.1%
PODD vs CPB
-44.2%
+280.3%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.6% | -3.1% |
| 7D | -6.9% | -8.0% | +1.1% | -6.4% |
| 30D | -3.5% | -2.4% | -1.0% | -3.3% |
| 3M | -13.6% | +0.5% | -14.1% | -13.7% |
| 6M | -42.6% | -10.5% | -32.2% | -42.4% |
| YTD | -51.5% | -17.5% | -34.0% | -51.1% |
| 1Y | -60.9% | -31.0% | -29.9% | -60.3% |
| 3Y | -19.8% | -40.6% | +20.8% | -18.4% |
| 5Y | -54.4% | -37.7% | -16.6% | -53.4% |
| 10Y | +236.1% | -43.4% | +279.5% | +243.5% |
| All | +236.1% | -44.2% | +280.3% | +243.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling