+101,542.6%
TECH vs CPB
+360.6%
+101,182.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.4% | +0.4% |
| 7D | +0.2% | +8.0% | -7.8% | -1.5% |
| 30D | +0.3% | +22.4% | -22.0% | -4.0% |
| 3M | +1.3% | +2.5% | -1.2% | +0.4% |
| 6M | +54.0% | +12.2% | +41.7% | +49.4% |
| YTD | +24.3% | -12.8% | +37.1% | +26.6% |
| 1Y | +25.8% | -19.2% | +45.0% | +30.0% |
| 3Y | +26.0% | -35.6% | +61.5% | +35.6% |
| 5Y | -40.1% | -31.4% | -8.7% | -37.3% |
| 10Y | +210.6% | -37.9% | +248.5% | +220.3% |
| All | +101,542.6% | +360.6% | +101,182.1% | +66,702.4% |
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