+142.2%
CB vs MNDY
-55.5%
+197.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.4% |
| 7D | 0.0% | -17.9% | +17.9% | +0.4% |
| 30D | +7.4% | -9.0% | +16.4% | +7.6% |
| 3M | +8.6% | -10.4% | +19.0% | +8.8% |
| 6M | +16.1% | +7.0% | +9.1% | +15.8% |
| YTD | +20.2% | -47.8% | +68.0% | +21.0% |
| 1Y | +27.2% | -51.6% | +78.8% | +28.2% |
| 3Y | +72.7% | -45.0% | +117.7% | +72.5% |
| 5Y | +105.9% | -78.8% | +184.8% | +102.6% |
| All | +142.2% | -55.5% | +197.7% | +154.6% |
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