+7,343.6%
CB vs BDX
+5,262.4%
+2,081.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | 0.0% | +0.7% |
| 7D | +2.9% | +2.9% | 0.0% | +2.0% |
| 30D | +7.3% | +15.4% | -8.1% | +2.4% |
| 3M | +9.4% | +20.5% | -11.1% | +2.8% |
| 6M | +19.6% | +53.2% | -33.6% | +3.8% |
| YTD | +21.5% | +45.7% | -24.2% | +6.6% |
| 1Y | +28.0% | +47.3% | -19.3% | +11.8% |
| 3Y | +74.9% | +25.1% | +49.8% | +58.0% |
| 5Y | +108.1% | +27.4% | +80.7% | +84.9% |
| 10Y | +251.8% | +95.4% | +156.4% | +164.0% |
| All | +7,343.6% | +5,262.4% | +2,081.1% | +2,472.9% |
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