+215.7%
RSP vs CPB
-40.1%
+255.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +1.0% |
| 7D | -0.3% | -4.1% | +3.8% | +0.3% |
| 30D | +4.4% | +16.9% | -12.5% | +1.9% |
| 3M | +1.3% | -0.6% | +1.8% | +1.1% |
| 6M | +10.0% | +11.4% | -1.4% | +7.6% |
| YTD | +17.6% | -14.8% | +32.5% | +19.8% |
| 1Y | +19.2% | -24.8% | +44.0% | +23.8% |
| 3Y | +66.0% | -36.6% | +102.7% | +75.6% |
| 5Y | +50.4% | -33.3% | +83.8% | +56.7% |
| 10Y | +215.7% | -40.4% | +256.1% | +225.6% |
| All | +215.7% | -40.1% | +255.8% | +225.6% |
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 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