+71.4%
CB vs NDAQ
+122.1%
-50.6%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +1.3% |
| 7D | +0.7% | +2.9% | -2.2% | +0.2% |
| 30D | +8.2% | +17.5% | -9.3% | +5.2% |
| 3M | +6.3% | +15.4% | -9.2% | +3.7% |
| 6M | +16.2% | +24.6% | -8.4% | +11.5% |
| YTD | +19.3% | +14.4% | +4.9% | +16.3% |
| 1Y | +29.2% | +26.9% | +2.3% | +22.8% |
| 3Y | +71.4% | +119.8% | -48.4% | +49.4% |
| All | +71.4% | +122.1% | -50.6% | +49.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling