+6,646.7%
CB vs EQT
+1,786.9%
+4,859.8%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.1% | -1.7% |
| 7D | +0.5% | +1.1% | -0.6% | +0.3% |
| 30D | -3.1% | +7.7% | -10.8% | -4.6% |
| 3M | +9.0% | +0.2% | +8.8% | +8.6% |
| 6M | +2.9% | -9.5% | +12.3% | +4.5% |
| YTD | +10.1% | +3.8% | +6.3% | +8.3% |
| 1Y | +22.8% | +7.8% | +15.0% | +19.4% |
| 3Y | +73.8% | +30.1% | +43.7% | +57.5% |
| 5Y | +99.2% | +188.6% | -89.4% | +42.3% |
| 10Y | +218.2% | +54.6% | +163.6% | +131.6% |
| All | +6,646.7% | +1,786.9% | +4,859.8% | +1,858.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling