+7,236.4%
CB vs BDX
+5,176.1%
+2,060.3%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | 0.0% |
| 7D | -1.0% | +2.5% | -3.6% | -1.9% |
| 30D | +7.3% | +13.6% | -6.2% | +2.9% |
| 3M | +7.0% | +18.9% | -11.9% | +1.0% |
| 6M | +16.3% | +51.8% | -35.5% | +1.2% |
| YTD | +19.7% | +43.3% | -23.6% | +5.6% |
| 1Y | +27.8% | +48.0% | -20.2% | +11.4% |
| 3Y | +72.0% | +23.7% | +48.3% | +56.0% |
| 5Y | +104.9% | +24.9% | +80.0% | +83.2% |
| 10Y | +246.7% | +92.2% | +154.5% | +161.6% |
| All | +7,236.4% | +5,176.1% | +2,060.3% | +2,449.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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