+219.8%
CB vs BNY
+416.3%
-196.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.1% | +0.2% |
| 7D | -0.7% | -1.3% | +0.6% | -0.1% |
| 30D | -1.2% | -0.2% | -1.0% | -1.1% |
| 3M | +3.8% | +14.9% | -11.2% | -3.3% |
| 6M | +5.8% | +40.0% | -34.2% | -10.6% |
| YTD | +9.4% | +42.0% | -32.6% | -8.7% |
| 1Y | +20.7% | +56.9% | -36.2% | -4.5% |
| 3Y | +70.1% | +289.9% | -219.8% | -17.3% |
| 5Y | +101.4% | +259.2% | -157.8% | -0.5% |
| All | +219.8% | +416.3% | -196.5% | +34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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