+2,926.4%
V vs CPB
+18.9%
+2,907.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.4% | +2.4% | -0.2% |
| 7D | -1.7% | -8.6% | +6.9% | +0.3% |
| 30D | +2.0% | -7.2% | +9.2% | +3.6% |
| 3M | +17.4% | +0.9% | +16.5% | +16.7% |
| 6M | +17.5% | -11.8% | +29.3% | +20.3% |
| YTD | +7.6% | -19.4% | +27.0% | +12.1% |
| 1Y | +7.7% | -30.4% | +38.1% | +16.0% |
| 3Y | +54.7% | -40.2% | +94.8% | +70.5% |
| 5Y | +73.0% | -39.5% | +112.6% | +87.5% |
| 10Y | +390.9% | -47.4% | +438.2% | +437.2% |
| All | +2,926.4% | +18.9% | +2,907.5% | +2,026.5% |
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 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