+246.7%
CB vs DKS
+235.2%
+11.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | -1.0% | +1.3% | -2.3% | -1.2% |
| 30D | +7.3% | +8.9% | -1.6% | +6.0% |
| 3M | +7.0% | -26.4% | +33.4% | +10.5% |
| 6M | +16.3% | -31.1% | +47.4% | +20.9% |
| YTD | +19.7% | -22.8% | +42.5% | +22.0% |
| 1Y | +27.8% | -29.5% | +57.3% | +31.8% |
| 3Y | +72.0% | +42.8% | +29.2% | +52.0% |
| 5Y | +104.9% | +29.2% | +75.7% | +77.2% |
| 10Y | +246.7% | +235.0% | +11.8% | +110.7% |
| All | +246.7% | +235.2% | +11.6% | +110.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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