+131.6%
C vs BX
+26.0%
+105.5%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.1% |
| 7D | +3.2% | -2.0% | +5.1% | +4.0% |
| 30D | +1.3% | -2.3% | +3.6% | +1.9% |
| 3M | +3.1% | +18.5% | -15.4% | -4.5% |
| 6M | +29.6% | +23.7% | +5.9% | +17.4% |
| YTD | +19.0% | -10.4% | +29.3% | +22.4% |
| 1Y | +45.6% | -19.6% | +65.2% | +56.2% |
| 3Y | +269.3% | +30.8% | +238.5% | +224.8% |
| 5Y | +131.6% | +24.3% | +107.2% | +94.2% |
| All | +131.6% | +26.0% | +105.5% | +94.2% |
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