-64.4%
TXG vs CPB
-38.5%
-25.8%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.8% | +2.9% | +4.6% |
| 7D | +9.4% | -8.2% | +17.6% | +9.6% |
| 30D | +26.1% | -5.6% | +31.7% | +26.2% |
| 3M | +124.8% | +3.0% | +121.8% | +124.0% |
| 6M | +215.2% | -12.7% | +227.9% | +215.2% |
| YTD | +302.2% | -18.0% | +320.2% | +302.4% |
| 1Y | +370.9% | -31.7% | +402.7% | +373.3% |
| 3Y | +38.5% | -41.0% | +79.5% | +36.4% |
| 5Y | -64.4% | -38.4% | -26.0% | -63.0% |
| All | -64.4% | -38.5% | -25.8% | -63.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling