+29.2%
CB vs DOW
+45.5%
-16.3%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +1.5% |
| 7D | +0.7% | -6.8% | +7.5% | +0.8% |
| 30D | +8.2% | +10.8% | -2.6% | +7.9% |
| 3M | +6.3% | +4.1% | +2.2% | +6.1% |
| 6M | +16.2% | -12.7% | +28.9% | +15.9% |
| YTD | +19.3% | +39.2% | -19.9% | +18.4% |
| 1Y | +29.2% | +49.5% | -20.3% | +27.5% |
| All | +29.2% | +45.5% | -16.3% | +27.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling