+245.0%
TWLO vs CPB
-40.5%
+285.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.8% | -4.8% | -3.0% |
| 7D | -1.2% | -8.2% | +7.0% | -1.3% |
| 30D | -6.4% | -5.6% | -0.8% | -6.5% |
| 3M | +6.3% | +3.0% | +3.3% | +6.3% |
| 6M | +76.4% | -12.7% | +89.1% | +74.9% |
| YTD | +58.8% | -18.0% | +76.8% | +57.2% |
| 1Y | +107.1% | -31.7% | +138.8% | +102.5% |
| 3Y | +245.0% | -41.0% | +285.9% | +238.6% |
| All | +245.0% | -40.5% | +285.5% | +238.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling