+246.7%
CB vs AGI
+335.7%
-89.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.3% | +6.9% | +1.5% |
| 7D | +0.7% | +13.9% | -13.2% | +0.8% |
| 30D | +8.2% | -6.2% | +14.4% | +8.1% |
| 3M | +6.3% | -6.9% | +13.2% | +6.3% |
| 6M | +16.2% | -28.7% | +44.9% | +16.1% |
| YTD | +19.3% | -19.8% | +39.1% | +19.3% |
| 1Y | +29.2% | -4.8% | +34.0% | +29.2% |
| 3Y | +71.4% | +144.3% | -72.9% | +71.9% |
| 5Y | +104.2% | +277.2% | -173.0% | +105.3% |
| 10Y | +246.7% | +365.9% | -119.2% | +260.7% |
| All | +246.7% | +335.7% | -89.0% | +260.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 10y: compounded portfolio wealth divided by compounded AGI 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…
10y analysis · Full analysis span regression · 6 months rolling