+246.7%
CB vs MSCI
+809.1%
-562.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.1% |
| 7D | -1.0% | -1.9% | +0.9% | -0.5% |
| 30D | +7.3% | +16.5% | -9.1% | +3.2% |
| 3M | +7.0% | +18.2% | -11.2% | +2.4% |
| 6M | +16.3% | +14.0% | +2.4% | +11.8% |
| YTD | +19.7% | +16.6% | +3.1% | +13.8% |
| 1Y | +27.8% | +14.8% | +13.0% | +21.9% |
| 3Y | +72.0% | +33.3% | +38.8% | +53.9% |
| 5Y | +104.9% | +9.1% | +95.8% | +89.3% |
| 10Y | +246.7% | +820.4% | -573.6% | +75.2% |
| All | +246.7% | +809.1% | -562.4% | +75.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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