+14,325.3%
TROW vs CPB
+325.7%
+13,999.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.4% | +2.4% | +0.1% |
| 7D | -1.3% | -8.6% | +7.3% | +1.5% |
| 30D | -4.5% | -7.2% | +2.7% | -2.4% |
| 3M | +3.9% | +0.9% | +3.0% | +2.9% |
| 6M | +22.6% | -11.8% | +34.4% | +26.4% |
| YTD | +10.1% | -19.4% | +29.5% | +16.5% |
| 1Y | +3.6% | -30.4% | +34.0% | +14.5% |
| 3Y | +12.4% | -40.2% | +52.6% | +28.1% |
| 5Y | -37.5% | -39.5% | +2.0% | -30.5% |
| 10Y | +130.0% | -47.4% | +177.3% | +154.2% |
| All | +14,325.3% | +325.7% | +13,999.5% | +8,092.9% |
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 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