+41.4%
CB vs SOLS
+25.7%
+15.6%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.0% |
| 7D | +2.9% | +14.0% | -11.1% | +3.8% |
| 30D | +7.3% | +10.0% | -2.7% | +8.1% |
| 3M | +9.4% | +5.8% | +3.6% | +10.0% |
| 6M | +19.6% | -25.2% | +44.8% | +18.7% |
| YTD | +21.5% | +36.5% | -15.1% | +25.5% |
| 1Y | +28.0% | +45.0% | -17.0% | +33.0% |
| All | +41.4% | +25.7% | +15.6% | +46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 10y: compounded portfolio wealth divided by compounded SOLS 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…
10y analysis · Full analysis span regression · 6 months rolling