+140,402.8%
UNH vs CPB
+359.1%
+140,043.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.1% | -2.6% | -0.4% |
| 7D | +3.4% | -1.6% | +5.0% | +3.8% |
| 30D | +3.0% | +19.2% | -16.2% | -2.5% |
| 3M | +2.7% | -1.0% | +3.7% | +2.4% |
| 6M | +2.8% | +15.2% | -12.4% | -2.5% |
| YTD | +25.9% | -13.1% | +39.0% | +28.7% |
| 1Y | +25.8% | -22.4% | +48.2% | +33.1% |
| 3Y | -20.0% | -35.3% | +15.3% | -12.2% |
| 5Y | -2.8% | -33.0% | +30.2% | +4.4% |
| 10Y | +228.7% | -39.2% | +267.9% | +247.6% |
| All | +140,402.8% | +359.1% | +140,043.7% | +52,420.8% |
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 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