+330.4%
PODD vs CPB
-40.8%
+371.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.4% |
| 7D | -4.4% | -5.8% | +1.4% | -3.9% |
| 30D | +8.1% | +16.5% | -8.4% | +6.9% |
| 3M | +2.9% | -1.1% | +4.0% | +2.9% |
| 6M | -5.7% | +11.5% | -17.2% | -6.3% |
| YTD | -47.5% | -15.7% | -31.7% | -47.3% |
| 1Y | -55.7% | -24.7% | -31.0% | -55.3% |
| 3Y | -3.7% | -37.3% | +33.5% | -2.6% |
| 5Y | -52.6% | -35.0% | -17.5% | -51.7% |
| All | +330.4% | -40.8% | +371.1% | +343.9% |
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