+248.2%
CB vs BBWI
-43.7%
+291.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.3% | +1.5% | -1.4% |
| 7D | +0.2% | -6.2% | +6.4% | +1.0% |
| 30D | +9.1% | +19.9% | -10.9% | +6.5% |
| 3M | +3.4% | +7.1% | -3.7% | +2.1% |
| 6M | +14.1% | +13.7% | +0.4% | +11.2% |
| YTD | +18.0% | +9.6% | +8.4% | +14.6% |
| 1Y | +30.1% | -1.6% | +31.8% | +27.2% |
| 3Y | +71.8% | -25.9% | +97.7% | +68.2% |
| 5Y | +101.8% | -67.8% | +169.6% | +118.8% |
| All | +248.2% | -43.7% | +291.9% | +178.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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