+427.2%
TXG vs CPB
-33.6%
+460.9%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.3% | +2.9% | -0.9% |
| 7D | +5.0% | -5.4% | +10.4% | +5.6% |
| 30D | +13.5% | -7.8% | +21.3% | +14.3% |
| 3M | +128.0% | -6.9% | +135.0% | +128.4% |
| 6M | +224.4% | -12.2% | +236.6% | +225.7% |
| YTD | +307.0% | -21.1% | +328.1% | +311.2% |
| 1Y | +427.2% | -33.5% | +460.7% | +464.3% |
| All | +427.2% | -33.6% | +460.9% | +464.3% |
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