+245.6%
CB vs BR
+280.9%
-35.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.2% | +1.4% |
| 7D | +0.7% | +5.0% | -4.3% | -1.2% |
| 30D | +8.2% | +16.6% | -8.4% | +2.0% |
| 3M | +6.3% | +12.0% | -5.7% | +1.6% |
| 6M | +16.2% | +30.7% | -14.6% | +4.0% |
| YTD | +19.3% | -11.9% | +31.3% | +24.1% |
| 1Y | +29.2% | -11.6% | +40.8% | +34.0% |
| 3Y | +71.4% | +15.0% | +56.4% | +57.4% |
| 5Y | +104.2% | +18.1% | +86.1% | +81.9% |
| All | +245.6% | +280.9% | -35.3% | +94.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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