+101.0%
CB vs NRG
+183.6%
-82.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-10 to 2026-09-10.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.2% | +3.5% | +0.4% |
| 7D | -2.8% | -0.2% | -2.6% | -2.8% |
| 30D | -2.4% | -6.8% | +4.4% | -2.2% |
| 3M | +2.8% | -7.1% | +9.9% | +2.7% |
| 6M | +4.8% | -27.6% | +32.3% | +6.1% |
| YTD | +9.2% | -29.2% | +38.4% | +10.6% |
| 1Y | +22.8% | -29.9% | +52.7% | +24.1% |
| 3Y | +71.1% | +198.7% | -127.5% | +29.6% |
| 5Y | +101.0% | +192.9% | -91.9% | +50.7% |
| All | +101.0% | +183.6% | -82.6% | +50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 2021-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded NRG 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…
2021-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling