+121.9%
CB vs MNDY
-47.4%
+169.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.4% | +4.5% | -1.8% |
| 7D | +0.5% | -9.6% | +10.1% | +0.7% |
| 30D | -3.1% | -0.4% | -2.7% | -3.1% |
| 3M | +9.0% | +4.3% | +4.6% | +8.7% |
| 6M | +2.9% | +19.8% | -16.9% | +2.3% |
| YTD | +10.1% | -38.3% | +48.4% | +10.6% |
| 1Y | +22.8% | -50.1% | +72.9% | +23.6% |
| 3Y | +73.8% | -48.4% | +122.2% | +73.9% |
| 5Y | +99.2% | -76.0% | +175.2% | +95.7% |
| All | +121.9% | -47.4% | +169.3% | +132.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling