+39.3%
BE vs CSCO
+40.0%
-0.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +5.1% | +6.8% | +6.5% |
| 7D | -1.2% | -2.9% | +1.7% | +3.0% |
| 30D | -30.9% | -16.7% | -14.2% | -16.2% |
| 3M | -11.6% | -18.4% | +6.8% | +8.8% |
| 6M | -25.7% | +2.9% | -28.7% | -24.9% |
| YTD | +123.1% | +30.4% | +92.7% | +91.1% |
| All | +39.3% | +40.0% | -0.8% | +18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CSCO.
Daily Out/Under-Performance
Portfolio return minus CSCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSCO 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 CSCO 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