+307.6%
TWLO vs CPB
-45.5%
+353.1%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.3% | +6.0% | +1.7% |
| 7D | -3.9% | -5.4% | +1.5% | -3.9% |
| 30D | -9.7% | -7.8% | -1.9% | -9.7% |
| 3M | +11.6% | -6.9% | +18.5% | +11.5% |
| 6M | +84.7% | -12.2% | +96.9% | +84.4% |
| YTD | +62.5% | -21.1% | +83.6% | +62.2% |
| 1Y | +121.7% | -33.5% | +155.2% | +121.1% |
| 3Y | +253.0% | -43.2% | +296.2% | +250.8% |
| 5Y | -32.5% | -40.9% | +8.4% | -33.4% |
| All | +307.6% | -45.5% | +353.1% | +312.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling