+7,131.2%
CB vs BBWI
+803.4%
+6,327.8%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.3% | +1.5% | -1.1% |
| 7D | +0.2% | -6.2% | +6.4% | +1.5% |
| 30D | +9.1% | +19.9% | -10.9% | +4.9% |
| 3M | +3.4% | +7.1% | -3.7% | +1.2% |
| 6M | +14.1% | +13.7% | +0.4% | +9.2% |
| YTD | +18.0% | +9.6% | +8.4% | +12.2% |
| 1Y | +30.1% | -1.6% | +31.8% | +25.0% |
| 3Y | +71.8% | -25.9% | +97.7% | +65.3% |
| 5Y | +101.8% | -67.8% | +169.6% | +123.3% |
| 10Y | +252.1% | -43.5% | +295.6% | +186.3% |
| All | +7,131.2% | +803.4% | +6,327.8% | +2,483.6% |
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