+5.8%
TROW vs CPB
-33.6%
+39.5%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.2% |
| 7D | -3.2% | -1.8% | -1.4% | -3.1% |
| 30D | -4.6% | -7.1% | +2.5% | -4.3% |
| 3M | -0.7% | -6.0% | +5.4% | -0.3% |
| 6M | +22.2% | -5.3% | +27.5% | +22.4% |
| YTD | +6.6% | -20.8% | +27.5% | +5.8% |
| 1Y | +5.8% | -33.8% | +39.7% | +4.0% |
| All | +5.8% | -33.6% | +39.5% | +4.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling