+243.0%
CB vs NDAQ
+484.3%
-241.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -1.0% |
| 7D | -1.5% | -0.1% | -1.4% | -1.5% |
| 30D | +6.5% | +15.9% | -9.3% | +0.1% |
| 3M | +4.1% | +15.1% | -11.0% | -2.1% |
| 6M | +14.4% | +22.9% | -8.5% | +4.0% |
| YTD | +17.5% | +12.8% | +4.7% | +9.8% |
| 1Y | +27.5% | +26.0% | +1.5% | +13.2% |
| 3Y | +71.6% | +119.7% | -48.1% | +13.6% |
| 5Y | +100.6% | +65.4% | +35.2% | +50.4% |
| 10Y | +243.0% | +469.3% | -226.3% | +34.7% |
| All | +243.0% | +484.3% | -241.3% | +34.7% |
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