-17.4%
PODD vs CPB
-40.7%
+23.4%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.4% | +1.3% | -1.8% |
| 7D | +1.6% | -8.6% | +10.2% | +2.2% |
| 30D | +10.7% | -7.2% | +17.9% | +11.1% |
| 3M | +0.7% | +0.9% | -0.2% | +0.7% |
| 6M | -39.3% | -11.8% | -27.5% | -39.4% |
| YTD | -48.1% | -19.4% | -28.7% | -48.3% |
| 1Y | -57.4% | -30.4% | -27.1% | -57.8% |
| All | -17.4% | -40.7% | +23.4% | -23.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling