+7,131.2%
CB vs PEG
+1,971.8%
+5,159.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.5% |
| 7D | +0.2% | -2.3% | +2.5% | +1.3% |
| 30D | +9.1% | +1.2% | +7.8% | +8.5% |
| 3M | +3.4% | -2.4% | +5.8% | +4.4% |
| 6M | +14.1% | -6.9% | +21.0% | +17.4% |
| YTD | +18.0% | -7.2% | +25.2% | +21.1% |
| 1Y | +30.1% | -8.9% | +39.0% | +34.5% |
| 3Y | +71.8% | +27.1% | +44.7% | +49.8% |
| 5Y | +101.8% | +33.8% | +68.0% | +69.7% |
| 10Y | +252.1% | +150.2% | +102.0% | +120.4% |
| All | +7,131.2% | +1,971.8% | +5,159.4% | +2,009.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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