+218.9%
CB vs EMB
+29.2%
+189.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | +0.5% | 0.0% | +0.5% | +0.5% |
| 30D | -3.1% | -0.3% | -2.8% | -2.9% |
| 3M | +9.0% | -0.4% | +9.4% | +9.2% |
| 6M | +2.9% | +0.1% | +2.7% | +2.5% |
| YTD | +10.1% | +1.6% | +8.5% | +8.5% |
| 1Y | +22.8% | +5.6% | +17.2% | +17.1% |
| 3Y | +73.8% | +29.8% | +44.0% | +39.3% |
| 5Y | +99.2% | +7.3% | +91.9% | +95.2% |
| All | +218.9% | +29.2% | +189.7% | +174.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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