+27.2%
CB vs MSCI
+12.8%
+14.4%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.9% | +0.6% |
| 7D | 0.0% | -0.7% | +0.7% | +0.1% |
| 30D | +7.4% | +16.2% | -8.8% | +5.9% |
| 3M | +8.6% | +16.1% | -7.5% | +7.1% |
| 6M | +16.1% | +12.9% | +3.2% | +14.1% |
| YTD | +20.2% | +14.8% | +5.4% | +16.0% |
| 1Y | +27.2% | +13.8% | +13.4% | +23.6% |
| All | +27.2% | +12.8% | +14.4% | +23.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling