+246.7%
CB vs IBN
+364.2%
-117.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.3% | +1.2% |
| 7D | +0.7% | +15.8% | -15.1% | -3.1% |
| 30D | +8.2% | +25.1% | -16.9% | +2.1% |
| 3M | +6.3% | +16.0% | -9.7% | +2.2% |
| 6M | +16.2% | +32.8% | -16.6% | +7.7% |
| YTD | +19.3% | +18.0% | +1.3% | +13.7% |
| 1Y | +29.2% | +15.9% | +13.3% | +23.7% |
| 3Y | +71.4% | +57.6% | +13.8% | +49.8% |
| 5Y | +104.2% | +74.7% | +29.6% | +71.9% |
| 10Y | +246.7% | +373.9% | -127.3% | +137.3% |
| All | +246.7% | +364.2% | -117.5% | +137.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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