+107.8%
CB vs NDAQ
+66.7%
+41.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.2% | +1.1% |
| 7D | +2.9% | +1.3% | +1.7% | +2.6% |
| 30D | +7.3% | +18.0% | -10.6% | +3.2% |
| 3M | +9.4% | +11.5% | -2.1% | +6.5% |
| 6M | +19.6% | +21.1% | -1.4% | +13.8% |
| YTD | +21.5% | +12.8% | +8.7% | +17.2% |
| 1Y | +28.0% | +25.7% | +2.3% | +19.7% |
| 3Y | +74.9% | +116.8% | -41.9% | +37.2% |
| All | +107.8% | +66.7% | +41.1% | +75.7% |
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 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