+18.8%
TXG vs CPB
-41.0%
+59.8%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.4% | +2.5% | -0.7% |
| 7D | +1.8% | -8.6% | +10.4% | +2.4% |
| 30D | +32.0% | -7.2% | +39.3% | +32.6% |
| 3M | +87.0% | +0.9% | +86.1% | +86.4% |
| 6M | +180.1% | -11.8% | +191.9% | +181.4% |
| YTD | +284.1% | -19.4% | +303.5% | +287.8% |
| 1Y | +361.7% | -30.4% | +392.1% | +370.8% |
| 3Y | +15.9% | -40.2% | +56.1% | +17.6% |
| 5Y | -66.2% | -39.5% | -26.7% | -66.1% |
| All | +18.8% | -41.0% | +59.8% | +14.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling