+36.9%
PYPL vs CPB
-45.7%
+82.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.8% | -5.0% | -3.4% |
| 7D | +1.7% | -8.2% | +10.0% | +2.5% |
| 30D | -9.7% | -5.6% | -4.2% | -9.3% |
| 3M | +29.2% | +3.0% | +26.2% | +28.6% |
| 6M | +13.9% | -12.7% | +26.6% | +15.1% |
| YTD | -8.1% | -18.0% | +9.9% | -6.6% |
| 1Y | -21.4% | -31.7% | +10.4% | -18.7% |
| 3Y | -11.8% | -41.0% | +29.1% | -8.1% |
| 5Y | -81.1% | -38.4% | -42.8% | -80.6% |
| 10Y | +36.9% | -45.0% | +81.9% | +44.9% |
| All | +36.9% | -45.7% | +82.6% | +44.9% |
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