+71.8%
CB vs ROIV
+314.9%
-243.2%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +6.2% | -8.0% | -1.9% |
| 7D | +0.2% | +5.3% | -5.1% | +0.2% |
| 30D | +9.1% | +11.9% | -2.8% | +8.9% |
| 3M | +3.4% | +10.7% | -7.3% | +3.2% |
| 6M | +14.1% | +34.9% | -20.8% | +12.9% |
| YTD | +18.0% | +79.2% | -61.2% | +14.6% |
| 1Y | +30.1% | +89.0% | -58.9% | +25.7% |
| 3Y | +71.8% | +337.3% | -265.6% | +54.1% |
| All | +71.8% | +314.9% | -243.2% | +54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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