+361.7%
TXG vs CPB
-32.6%
+394.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.4% | +2.5% | -0.6% |
| 7D | +1.8% | -8.6% | +10.4% | +2.6% |
| 30D | +32.0% | -7.2% | +39.3% | +32.7% |
| 3M | +87.0% | +0.9% | +86.1% | +84.9% |
| 6M | +180.1% | -11.8% | +191.9% | +181.5% |
| YTD | +284.1% | -19.4% | +303.5% | +289.2% |
| 1Y | +361.7% | -30.4% | +392.1% | +393.8% |
| All | +361.7% | -32.6% | +394.3% | +393.8% |
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