+683.8%
TEL vs CPB
+0.7%
+683.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.4% | +3.0% | +0.6% |
| 7D | +3.0% | -8.6% | +11.5% | +5.4% |
| 30D | -3.9% | -7.2% | +3.3% | -2.2% |
| 3M | -5.1% | +0.9% | -6.0% | -6.1% |
| 6M | +0.6% | -11.8% | +12.4% | +3.2% |
| YTD | -7.3% | -19.4% | +12.1% | -2.7% |
| 1Y | +1.1% | -30.4% | +31.5% | +10.5% |
| 3Y | +63.7% | -40.2% | +103.8% | +83.4% |
| 5Y | +50.7% | -39.5% | +90.2% | +64.4% |
| 10Y | +290.2% | -47.4% | +337.5% | +325.8% |
| All | +683.8% | +0.7% | +683.2% | +388.5% |
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