+27.2%
CB vs GPC
+2.8%
+24.4%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.3% | -2.8% | -0.7% |
| 7D | -1.5% | +0.8% | -2.3% | -1.6% |
| 30D | +6.5% | -1.1% | +7.6% | +6.6% |
| 3M | +4.1% | -6.6% | +10.7% | +4.7% |
| 6M | +14.4% | +22.2% | -7.8% | +13.3% |
| YTD | +17.5% | +5.1% | +12.4% | +14.7% |
| All | +27.2% | +2.8% | +24.4% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 1y: compounded portfolio wealth divided by compounded GPC 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…
1y analysis · Full analysis span regression · 6 months rolling