+251.7%
CB vs EQT
+62.0%
+189.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +1.0% |
| 7D | +2.9% | +6.9% | -4.0% | +2.3% |
| 30D | +7.3% | +0.4% | +6.9% | +7.2% |
| 3M | +9.4% | -2.0% | +11.4% | +9.5% |
| 6M | +19.6% | -5.0% | +24.6% | +20.0% |
| YTD | +21.5% | -0.3% | +21.8% | +21.0% |
| 1Y | +28.0% | -11.3% | +39.3% | +28.9% |
| 3Y | +74.9% | +38.3% | +36.5% | +66.1% |
| 5Y | +108.1% | +166.4% | -58.2% | +81.9% |
| All | +251.7% | +62.0% | +189.6% | +191.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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