+214.5%
BAC vs C
+216.7%
-2.2%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.2% |
| 7D | +1.5% | +4.7% | -3.2% | -2.1% |
| 30D | -6.4% | +0.2% | -6.6% | -6.6% |
| 3M | -21.7% | -9.3% | -12.3% | -15.7% |
| 6M | +0.5% | -0.8% | +1.3% | -0.1% |
| YTD | -6.7% | +8.5% | -15.2% | -14.6% |
| 1Y | -4.7% | +23.1% | -27.8% | -21.2% |
| 3Y | +96.1% | +220.8% | -124.7% | -27.7% |
| 5Y | +21.7% | +112.4% | -90.7% | -37.8% |
| All | +214.5% | +216.7% | -2.2% | +6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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