+216.0%
CB vs DOW
-5.5%
+221.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.2% |
| 7D | +2.9% | +5.2% | -2.3% | +1.4% |
| 30D | +7.3% | +13.2% | -5.9% | +3.4% |
| 3M | +9.4% | +10.1% | -0.7% | +6.0% |
| 6M | +19.6% | -13.1% | +32.7% | +23.5% |
| YTD | +21.5% | +46.1% | -24.6% | +4.4% |
| 1Y | +28.0% | +50.0% | -22.0% | +8.7% |
| 3Y | +74.9% | -20.2% | +95.1% | +77.8% |
| 5Y | +108.1% | -27.7% | +135.8% | +116.0% |
| All | +216.0% | -5.5% | +221.5% | +139.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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