+119.3%
CB vs MNDY
-53.2%
+172.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.1% | +3.4% | +0.3% |
| 7D | -0.5% | -14.1% | +13.6% | -0.3% |
| 30D | -3.1% | -8.5% | +5.4% | -2.9% |
| 3M | +4.2% | -2.5% | +6.7% | +4.1% |
| 6M | +4.7% | +0.1% | +4.6% | +4.5% |
| YTD | +8.8% | -45.0% | +53.9% | +9.5% |
| 1Y | +22.6% | -58.1% | +80.7% | +23.8% |
| 3Y | +70.6% | -52.6% | +123.2% | +70.9% |
| 5Y | +99.4% | -79.3% | +178.7% | +96.0% |
| All | +119.3% | -53.2% | +172.5% | +130.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 MNDY 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