+8.9%
CB vs MDLN
-7.5%
+16.3%
-9.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.9% | +5.2% | +0.6% |
| 7D | -2.8% | -11.5% | +8.7% | -2.2% |
| 30D | -2.4% | -7.6% | +5.1% | -2.0% |
| 3M | +2.8% | -11.4% | +14.1% | +3.6% |
| 6M | +4.8% | -24.5% | +29.2% | +6.1% |
| YTD | +9.2% | -22.9% | +32.0% | +10.6% |
| All | +8.9% | -7.5% | +16.3% | +10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLN.
Daily Out/Under-Performance
Portfolio return minus MDLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLN 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded MDLN 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling