+251.7%
CB vs APTV
-27.4%
+279.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.2% | +1.1% |
| 7D | +2.9% | -1.7% | +4.7% | +3.3% |
| 30D | +7.3% | -11.6% | +18.9% | +9.9% |
| 3M | +9.4% | -21.2% | +30.6% | +14.5% |
| 6M | +19.6% | -28.5% | +48.2% | +25.6% |
| YTD | +21.5% | -49.1% | +70.6% | +36.4% |
| 1Y | +28.0% | -52.2% | +80.2% | +45.6% |
| 3Y | +74.9% | -48.6% | +123.5% | +88.3% |
| 5Y | +108.1% | -77.3% | +185.4% | +171.6% |
| All | +251.7% | -27.4% | +279.0% | +229.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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