+219.2%
CB vs BTI
+72.6%
+146.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | 0.0% |
| 7D | -2.8% | -2.0% | -0.8% | -2.1% |
| 30D | -2.4% | -3.4% | +1.0% | -1.3% |
| 3M | +2.8% | -9.0% | +11.8% | +5.7% |
| 6M | +4.8% | -5.0% | +9.8% | +5.9% |
| YTD | +9.2% | -0.3% | +9.5% | +8.3% |
| 1Y | +22.8% | +3.1% | +19.7% | +20.2% |
| 3Y | +71.1% | +111.0% | -39.8% | +28.5% |
| 5Y | +101.0% | +117.0% | -16.0% | +48.2% |
| All | +219.2% | +72.6% | +146.7% | +135.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded BTI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling