+247.9%
CB vs BIL
+26.1%
+221.8%
-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% | +0.4% | +0.4% |
| 7D | 0.0% | +0.1% | 0.0% | 0.0% |
| 30D | +7.4% | +0.3% | +7.1% | +7.0% |
| 3M | +8.6% | +0.9% | +7.7% | +7.6% |
| 6M | +16.1% | +1.8% | +14.3% | +14.0% |
| YTD | +20.2% | +3.1% | +17.1% | +16.8% |
| 1Y | +27.2% | +3.7% | +23.5% | +23.0% |
| 3Y | +72.7% | +13.8% | +58.9% | +44.7% |
| 5Y | +105.9% | +20.2% | +85.7% | +52.8% |
| All | +247.9% | +26.1% | +221.8% | +151.0% |
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