+248.2%
CB vs NDAQ
+475.8%
-227.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.1% | -1.9% |
| 7D | +0.2% | +0.8% | -0.6% | -0.1% |
| 30D | +9.1% | +16.5% | -7.5% | +2.2% |
| 3M | +3.4% | +13.5% | -10.1% | -2.1% |
| 6M | +14.1% | +20.9% | -6.8% | +4.4% |
| YTD | +18.0% | +11.4% | +6.6% | +10.9% |
| 1Y | +30.1% | +25.9% | +4.2% | +15.5% |
| 3Y | +71.8% | +119.9% | -48.1% | +13.5% |
| 5Y | +101.8% | +61.7% | +40.1% | +53.0% |
| All | +248.2% | +475.8% | -227.6% | +37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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