+7,131.2%
CB vs AEM
+5,351.4%
+1,779.8%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.3% | -3.1% | -1.8% |
| 7D | +0.2% | +15.8% | -15.6% | -0.3% |
| 30D | +9.1% | +6.2% | +2.9% | +8.8% |
| 3M | +3.4% | +14.3% | -10.9% | +2.8% |
| 6M | +14.1% | +1.4% | +12.7% | +13.7% |
| YTD | +18.0% | +13.7% | +4.3% | +16.9% |
| 1Y | +30.1% | +21.3% | +8.8% | +28.5% |
| 3Y | +71.8% | +309.9% | -238.1% | +61.0% |
| 5Y | +101.8% | +301.0% | -199.1% | +88.3% |
| 10Y | +252.1% | +344.0% | -91.9% | +222.5% |
| All | +7,131.2% | +5,351.4% | +1,779.8% | +5,913.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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