+101.3%
PSA vs CPB
-44.2%
+145.5%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.6% | -2.9% | -2.5% |
| 7D | -2.2% | -8.0% | +5.8% | -0.2% |
| 30D | -9.6% | -2.4% | -7.1% | -9.2% |
| 3M | -7.9% | +0.5% | -8.4% | -8.4% |
| 6M | -2.0% | -10.5% | +8.5% | +0.3% |
| YTD | +15.7% | -17.5% | +33.3% | +20.7% |
| 1Y | +5.8% | -31.0% | +36.8% | +15.5% |
| 3Y | +21.6% | -40.6% | +62.2% | +37.0% |
| 5Y | +13.1% | -37.7% | +50.9% | +24.8% |
| 10Y | +101.3% | -43.4% | +144.7% | +107.1% |
| All | +101.3% | -44.2% | +145.5% | +107.1% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling