+8,817.5%
PTC vs CPB
+360.6%
+8,456.9%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.6% |
| 7D | -0.2% | +8.0% | -8.2% | -2.4% |
| 30D | +0.8% | +22.4% | -21.6% | -5.0% |
| 3M | +32.1% | +2.5% | +29.6% | +30.4% |
| 6M | +42.6% | +12.2% | +30.4% | +36.9% |
| YTD | +12.0% | -12.8% | +24.8% | +14.7% |
| 1Y | +12.2% | -19.2% | +31.3% | +17.3% |
| 3Y | +31.2% | -35.6% | +66.8% | +43.1% |
| 5Y | +54.9% | -31.4% | +86.3% | +62.7% |
| 10Y | +343.1% | -37.9% | +381.1% | +347.4% |
| All | +8,817.5% | +360.6% | +8,456.9% | +3,721.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling