+418.8%
BE vs CPB
-31.9%
+450.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +1.8% | +7.9% | +11.6% |
| 7D | +29.8% | -8.2% | +38.0% | +18.8% |
| 30D | +26.4% | -5.6% | +32.0% | +19.7% |
| 3M | +9.3% | +3.0% | +6.4% | +17.7% |
| 6M | +105.1% | -12.7% | +117.8% | +87.3% |
| YTD | +219.0% | -18.0% | +237.0% | +183.6% |
| 1Y | +418.8% | -31.7% | +450.5% | +346.1% |
| All | +418.8% | -31.9% | +450.6% | +346.1% |
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