+248.2%
CB vs EMB
+28.3%
+219.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | +0.2% | -0.1% | +0.3% | +0.3% |
| 30D | +9.1% | +1.3% | +7.8% | +8.0% |
| 3M | +3.4% | -2.7% | +6.1% | +5.6% |
| 6M | +14.1% | -2.8% | +16.9% | +16.5% |
| YTD | +18.0% | -1.1% | +19.1% | +18.7% |
| 1Y | +30.1% | 0.0% | +30.1% | +29.7% |
| 3Y | +71.8% | +28.8% | +43.0% | +38.3% |
| 5Y | +101.8% | +6.0% | +95.9% | +98.8% |
| All | +248.2% | +28.3% | +219.9% | +199.8% |
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