+97.4%
CB vs MNDY
-78.2%
+175.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -8.1% | +6.7% | -1.3% |
| 7D | -0.6% | -13.3% | +12.7% | -0.3% |
| 30D | -3.9% | -10.2% | +6.3% | -3.7% |
| 3M | +4.9% | -0.1% | +5.0% | +4.8% |
| 6M | +3.3% | +6.3% | -3.1% | +2.9% |
| YTD | +8.5% | -43.3% | +51.8% | +9.4% |
| 1Y | +22.1% | -56.1% | +78.2% | +23.6% |
| 3Y | +70.1% | -51.1% | +121.3% | +70.3% |
| 5Y | +97.4% | -78.5% | +175.9% | +98.8% |
| All | +97.4% | -78.2% | +175.6% | +98.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling