+112.2%
C vs BX
+1.3%
+110.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.5% | +0.7% |
| 7D | -0.4% | +3.7% | -4.0% | -1.8% |
| 30D | -5.2% | +8.2% | -13.4% | -8.4% |
| 3M | -9.1% | -12.7% | +3.6% | -4.5% |
| 6M | -1.6% | +1.0% | -2.5% | -3.3% |
| YTD | +6.9% | -17.2% | +24.2% | +13.3% |
| 1Y | +23.0% | -11.6% | +34.5% | +26.6% |
| 3Y | +216.1% | +36.8% | +179.4% | +172.8% |
| 5Y | +112.2% | +4.8% | +107.4% | +86.4% |
| All | +112.2% | +1.3% | +110.9% | +86.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 5y: compounded portfolio wealth divided by compounded BX 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…
5y analysis · Full analysis span regression · 6 months rolling