+66.7%
TEL vs CPB
-40.6%
+107.3%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.7% | -0.2% |
| 7D | +1.2% | -8.0% | +9.2% | +1.7% |
| 30D | -4.1% | -2.4% | -1.7% | -4.1% |
| 3M | -2.6% | +0.5% | -3.1% | -2.8% |
| 6M | 0.0% | -10.5% | +10.5% | +0.7% |
| YTD | -9.1% | -17.5% | +8.5% | -7.7% |
| 1Y | -0.8% | -31.0% | +30.2% | +2.7% |
| All | +66.7% | -40.6% | +107.3% | +75.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling