+1,731.8%
CB vs NDAQ
+2,327.9%
-596.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | -0.1% | -1.3% |
| 7D | +0.5% | -2.4% | +2.9% | +1.3% |
| 30D | -3.1% | +2.5% | -5.6% | -3.8% |
| 3M | +9.0% | +9.9% | -1.0% | +5.4% |
| 6M | +2.9% | +9.4% | -6.6% | -0.6% |
| YTD | +10.1% | +0.4% | +9.7% | +8.7% |
| 1Y | +22.8% | +4.0% | +18.8% | +19.6% |
| 3Y | +73.8% | +94.4% | -20.6% | +37.6% |
| 5Y | +99.2% | +56.7% | +42.4% | +66.2% |
| 10Y | +218.2% | +375.3% | -157.1% | +88.8% |
| All | +1,731.8% | +2,327.9% | -596.1% | +650.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling