+808.4%
CB vs ACWI
+356.8%
+451.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | +0.5% | +0.5% | 0.0% | +0.1% |
| 30D | -3.1% | +0.9% | -4.0% | -3.9% |
| 3M | +9.0% | +2.4% | +6.6% | +6.0% |
| 6M | +2.9% | +12.4% | -9.5% | -7.9% |
| YTD | +10.1% | +15.2% | -5.1% | -3.7% |
| 1Y | +22.8% | +22.7% | +0.1% | +1.3% |
| 3Y | +73.8% | +75.8% | -2.0% | +2.6% |
| 5Y | +99.2% | +67.7% | +31.4% | +20.6% |
| 10Y | +218.2% | +229.0% | -10.8% | +4.7% |
| All | +808.4% | +356.8% | +451.6% | +113.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling