+6,548.9%
CB vs BNY
+4,685.0%
+1,863.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -1.0% |
| 7D | -0.6% | +1.5% | -2.1% | -1.2% |
| 30D | -3.9% | +3.3% | -7.2% | -5.2% |
| 3M | +4.9% | +15.3% | -10.4% | -1.6% |
| 6M | +3.3% | +42.5% | -39.2% | -11.5% |
| YTD | +8.5% | +42.0% | -33.5% | -7.3% |
| 1Y | +22.1% | +59.3% | -37.2% | -0.9% |
| 3Y | +70.1% | +291.2% | -221.1% | -6.7% |
| 5Y | +97.4% | +252.1% | -154.7% | +11.1% |
| 10Y | +216.8% | +407.1% | -190.3% | +49.1% |
| All | +6,548.9% | +4,685.0% | +1,863.9% | +1,588.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling