+206.4%
TECH vs CPB
-37.5%
+244.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.4% | +0.4% |
| 7D | +0.2% | +8.0% | -7.8% | -1.0% |
| 30D | +0.3% | +22.4% | -22.0% | -2.8% |
| 3M | +1.3% | +3.8% | -2.5% | +0.5% |
| 6M | +54.0% | +13.7% | +40.3% | +50.4% |
| YTD | +24.3% | -11.7% | +36.0% | +25.7% |
| 1Y | +25.8% | -18.1% | +43.9% | +28.6% |
| 3Y | +26.0% | -34.7% | +60.7% | +32.2% |
| 5Y | -40.1% | -30.6% | -9.6% | -38.1% |
| All | +206.4% | -37.5% | +244.0% | +217.0% |
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