+74.9%
CB vs DOW
-20.1%
+94.9%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.1% |
| 7D | +2.9% | +5.2% | -2.3% | +2.6% |
| 30D | +7.3% | +13.2% | -5.9% | +6.3% |
| 3M | +9.4% | +10.1% | -0.7% | +8.5% |
| 6M | +19.6% | -13.1% | +32.7% | +20.5% |
| YTD | +21.5% | +46.1% | -24.6% | +16.3% |
| 1Y | +28.0% | +50.0% | -22.0% | +22.1% |
| 3Y | +74.9% | -20.2% | +95.1% | +86.8% |
| All | +74.9% | -20.1% | +94.9% | +86.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling