+60.2%
TXG vs CPB
-35.1%
+95.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.2% | -4.7% | -1.7% |
| 7D | -1.8% | -1.6% | -0.3% | -1.8% |
| 30D | -20.4% | +19.2% | -39.6% | -21.8% |
| 3M | +0.1% | -0.9% | +1.0% | +0.5% |
| 6M | +176.2% | +15.2% | +160.9% | +169.9% |
| YTD | +256.8% | -13.1% | +269.8% | +262.4% |
| 1Y | +255.9% | -22.4% | +278.3% | +269.0% |
| 3Y | +60.2% | -35.3% | +95.5% | +62.6% |
| All | +60.2% | -35.1% | +95.3% | +62.6% |
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