+628.3%
TLN vs CPB
-47.0%
+675.3%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -1.3% | +8.4% | +6.6% |
| 7D | -1.3% | +8.0% | -9.3% | +2.0% |
| 30D | -10.5% | +22.4% | -32.9% | -2.7% |
| 3M | +0.1% | +2.5% | -2.4% | +3.0% |
| 6M | -17.4% | +12.2% | -29.6% | -11.7% |
| YTD | -9.7% | -12.8% | +3.2% | -9.8% |
| 1Y | -12.3% | -19.2% | +6.9% | -14.3% |
| 3Y | +528.3% | -35.6% | +563.8% | +465.9% |
| All | +628.3% | -47.0% | +675.3% | +550.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling