+29.2%
CB vs RIO
+26.8%
+2.4%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.1% | +3.7% | +1.3% |
| 7D | +0.7% | +3.6% | -2.9% | +1.2% |
| 30D | +8.2% | -10.8% | +19.0% | +6.6% |
| 3M | +6.3% | -15.2% | +21.5% | +4.1% |
| 6M | +16.2% | -18.0% | +34.2% | +14.4% |
| YTD | +19.3% | +11.0% | +8.4% | +16.9% |
| 1Y | +29.2% | +26.4% | +2.9% | +25.4% |
| All | +29.2% | +26.8% | +2.4% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 1y: compounded portfolio wealth divided by compounded RIO 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…
1y analysis · Full analysis span regression · 6 months rolling