+14.2%
CB vs INFQ
-40.5%
+54.7%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.9% | +3.9% | +0.9% |
| 7D | +2.9% | -4.6% | +7.5% | +2.8% |
| 30D | +7.3% | -6.9% | +14.2% | +7.3% |
| 3M | +9.4% | -30.4% | +39.8% | +8.3% |
| 6M | +19.6% | -36.2% | +55.8% | +18.7% |
| All | +14.2% | -40.5% | +54.7% | +11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 INFQ 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