+28.0%
CB vs AEIS
+4.7%
+23.3%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.0% | +5.0% | +0.7% |
| 7D | +2.9% | +11.5% | -8.6% | +4.1% |
| 30D | +7.3% | -15.8% | +23.1% | +6.1% |
| 3M | +9.4% | -33.3% | +42.7% | +6.2% |
| 6M | +19.6% | -35.2% | +54.8% | +16.6% |
| YTD | +21.5% | +5.0% | +16.5% | +24.3% |
| 1Y | +28.0% | +8.5% | +19.5% | +31.3% |
| All | +28.0% | +4.7% | +23.3% | +31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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