+103.2%
CB vs NDAQ
+60.8%
+42.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.1% | -1.8% |
| 7D | +0.2% | +0.8% | -0.6% | 0.0% |
| 30D | +9.1% | +16.5% | -7.5% | +5.1% |
| 3M | +3.4% | +13.5% | -10.1% | +0.3% |
| 6M | +14.1% | +20.9% | -6.8% | +8.5% |
| YTD | +18.0% | +11.4% | +6.6% | +14.2% |
| 1Y | +30.1% | +25.9% | +4.2% | +21.6% |
| 3Y | +71.8% | +119.9% | -48.1% | +34.1% |
| All | +103.2% | +60.8% | +42.4% | +73.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling