+105.5%
CB vs ACWI
+55.1%
+50.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.8% | +3.1% | +0.7% |
| 7D | +2.6% | -4.0% | +6.6% | +4.1% |
| 30D | +11.2% | -5.8% | +17.0% | +13.6% |
| 3M | +5.7% | -5.0% | +10.8% | +7.6% |
| 6M | +15.9% | +0.7% | +15.2% | +14.7% |
| YTD | +20.2% | +8.4% | +11.7% | +14.6% |
| 1Y | +32.4% | +10.1% | +22.3% | +25.2% |
| 3Y | +75.5% | +70.8% | +4.7% | +28.5% |
| 5Y | +105.5% | +55.4% | +50.1% | +63.9% |
| All | +105.5% | +55.1% | +50.4% | +63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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