-49.8%
USAR vs CPB
-18.4%
-31.4%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +5.9% | -11.8% | -3.8% |
| 7D | -21.8% | +13.0% | -34.7% | -18.4% |
| 30D | -39.9% | +20.5% | -60.4% | -36.0% |
| 3M | -52.5% | +2.2% | -54.7% | -51.7% |
| 6M | -67.9% | +15.4% | -83.3% | -66.3% |
| YTD | -31.1% | -12.3% | -18.8% | -31.2% |
| 1Y | -49.8% | -18.0% | -31.9% | -50.5% |
| All | -49.8% | -18.4% | -31.4% | -50.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling