+7,212.2%
CB vs BBWI
+815.7%
+6,396.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.7% |
| 7D | +0.7% | -4.2% | +4.9% | +1.5% |
| 30D | +8.2% | +24.9% | -16.7% | +3.2% |
| 3M | +6.3% | +13.2% | -6.9% | +2.9% |
| 6M | +16.2% | +12.1% | +4.1% | +11.5% |
| YTD | +19.3% | +11.1% | +8.3% | +13.2% |
| 1Y | +29.2% | +0.7% | +28.5% | +23.5% |
| 3Y | +71.4% | -23.8% | +95.2% | +64.0% |
| 5Y | +104.2% | -66.9% | +171.2% | +124.6% |
| 10Y | +246.7% | -45.3% | +292.0% | +184.8% |
| All | +7,212.2% | +815.7% | +6,396.6% | +2,505.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling