+74.9%
CB vs FRSH
-27.1%
+102.0%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +2.9% | +4.6% | -1.7% | +2.9% |
| 30D | +7.3% | -7.5% | +14.8% | +7.4% |
| 3M | +9.4% | -0.1% | +9.5% | +9.3% |
| 6M | +19.6% | +54.5% | -34.9% | +19.2% |
| YTD | +21.5% | +3.4% | +18.1% | +21.2% |
| 1Y | +28.0% | +6.4% | +21.6% | +27.6% |
| 3Y | +74.9% | -26.3% | +101.1% | +74.5% |
| All | +74.9% | -27.1% | +102.0% | +74.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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