+243.0%
CB vs BIL
+25.6%
+217.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.5% | -0.4% |
| 7D | -1.5% | +0.1% | -1.6% | -1.5% |
| 30D | +6.5% | 0.0% | +6.6% | +6.4% |
| 3M | +4.1% | +0.6% | +3.5% | +3.2% |
| 6M | +14.4% | +1.5% | +12.9% | +12.5% |
| YTD | +17.5% | +2.8% | +14.7% | +14.5% |
| 1Y | +27.5% | +3.3% | +24.2% | +23.7% |
| 3Y | +71.6% | +13.4% | +58.2% | +44.8% |
| 5Y | +100.6% | +19.8% | +80.8% | +50.4% |
| 10Y | +243.0% | +25.6% | +217.4% | +151.6% |
| All | +243.0% | +25.6% | +217.4% | +151.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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