+405.4%
TXG vs CPB
-18.4%
+423.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +5.9% | -2.5% | +3.8% |
| 7D | -19.3% | +13.0% | -32.2% | -18.7% |
| 30D | -30.9% | +20.5% | -51.4% | -30.5% |
| 3M | +41.1% | +2.2% | +38.9% | +43.1% |
| 6M | +211.9% | +15.4% | +196.5% | +210.9% |
| YTD | +314.0% | -12.3% | +326.3% | +315.9% |
| 1Y | +405.4% | -18.0% | +423.4% | +414.5% |
| All | +405.4% | -18.4% | +423.8% | +414.5% |
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