+38.5%
TXG vs CPB
-40.5%
+79.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.8% | +2.9% | +4.5% |
| 7D | +9.4% | -8.2% | +17.6% | +10.4% |
| 30D | +26.1% | -5.6% | +31.7% | +26.7% |
| 3M | +124.8% | +3.0% | +121.8% | +122.6% |
| 6M | +215.2% | -12.7% | +227.9% | +218.5% |
| YTD | +302.2% | -18.0% | +320.2% | +308.7% |
| 1Y | +370.9% | -31.7% | +402.7% | +391.9% |
| 3Y | +38.5% | -41.0% | +79.5% | +41.8% |
| All | +38.5% | -40.5% | +79.0% | +41.8% |
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 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