+309.3%
TEL vs CPB
-45.3%
+354.6%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.3% | +3.3% | +3.6% |
| 7D | +1.6% | -1.8% | +3.4% | +1.7% |
| 30D | -0.7% | -7.1% | +6.4% | -0.1% |
| 3M | +2.4% | -6.0% | +8.5% | +2.8% |
| 6M | +4.1% | -5.3% | +9.4% | +4.4% |
| YTD | -5.8% | -20.8% | +15.0% | -4.0% |
| 1Y | +0.9% | -33.8% | +34.7% | +4.8% |
| 3Y | +72.6% | -43.7% | +116.3% | +81.2% |
| 5Y | +57.5% | -40.7% | +98.3% | +63.6% |
| All | +309.3% | -45.3% | +354.6% | +336.8% |
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