+69.4%
USAR vs CPB
-44.6%
+114.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.6% | -3.9% | -3.3% |
| 7D | -4.4% | -8.0% | +3.6% | -6.4% |
| 30D | -10.4% | -2.4% | -8.0% | -10.8% |
| 3M | -18.4% | +0.5% | -18.9% | -17.5% |
| 6M | -8.8% | -10.5% | +1.6% | -10.1% |
| YTD | +43.4% | -17.5% | +60.9% | +39.4% |
| 1Y | +21.0% | -31.0% | +52.0% | +13.9% |
| 3Y | +67.7% | -40.6% | +108.4% | +58.1% |
| All | +69.4% | -44.6% | +114.0% | +60.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling