-53.0%
PODD vs CPB
-38.5%
-14.5%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.8% | -5.3% | -3.7% |
| 7D | -4.1% | -8.2% | +4.1% | -3.3% |
| 30D | +0.8% | -5.6% | +6.4% | +1.3% |
| 3M | -6.1% | +3.0% | -9.1% | -6.4% |
| 6M | -40.0% | -12.7% | -27.3% | -39.6% |
| YTD | -49.9% | -18.0% | -32.0% | -49.5% |
| 1Y | -59.3% | -31.7% | -27.6% | -58.4% |
| 3Y | -17.2% | -41.0% | +23.7% | -15.8% |
| 5Y | -53.0% | -38.4% | -14.6% | -50.1% |
| All | -53.0% | -38.5% | -14.5% | -50.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling