+2,280.6%
CB vs BB
+325.9%
+1,954.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.4% | +1.6% |
| 7D | +0.7% | +11.6% | -10.9% | -0.1% |
| 30D | +8.2% | +2.6% | +5.6% | +7.7% |
| 3M | +6.3% | +3.5% | +2.8% | +5.5% |
| 6M | +16.2% | +43.5% | -27.3% | +11.5% |
| YTD | +19.3% | +141.2% | -121.8% | +9.7% |
| 1Y | +29.2% | +97.4% | -68.2% | +20.5% |
| 3Y | +71.4% | +151.1% | -79.7% | +52.5% |
| 5Y | +104.2% | -12.8% | +117.0% | +93.5% |
| 10Y | +246.7% | +27.5% | +219.2% | +190.0% |
| All | +2,280.6% | +325.9% | +1,954.7% | +1,617.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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