+211.5%
CB vs DOW
-6.9%
+218.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.4% | -3.0% | -0.6% |
| 7D | -1.0% | -0.5% | -0.5% | -0.9% |
| 30D | +7.3% | +15.7% | -8.4% | +2.8% |
| 3M | +7.0% | +5.3% | +1.7% | +5.0% |
| 6M | +16.3% | -14.2% | +30.6% | +20.6% |
| YTD | +19.7% | +43.9% | -24.2% | +3.4% |
| 1Y | +27.8% | +53.1% | -25.3% | +7.7% |
| 3Y | +72.0% | -21.8% | +93.8% | +76.0% |
| 5Y | +104.9% | -28.3% | +133.2% | +112.9% |
| All | +211.5% | -6.9% | +218.4% | +137.3% |
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