+32.2%
CB vs Q
+75.8%
-43.6%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.7% | +1.4% |
| 7D | +0.7% | +4.0% | -3.3% | +1.2% |
| 30D | +8.2% | -2.3% | +10.5% | +8.2% |
| 3M | +6.3% | -7.9% | +14.2% | +5.8% |
| 6M | +16.2% | -16.0% | +32.2% | +14.9% |
| YTD | +19.3% | +51.7% | -32.4% | +22.5% |
| 1Y | +29.2% | +28.3% | +0.9% | +33.7% |
| All | +32.2% | +75.8% | -43.6% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 3y: compounded portfolio wealth divided by compounded Q 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…
3y analysis · Full analysis span regression · 6 months rolling