+246.7%
CB vs SPXU
-99.5%
+346.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.4% | +1.8% |
| 7D | +0.7% | +0.5% | +0.2% | +1.1% |
| 30D | +8.2% | +10.9% | -2.7% | +11.0% |
| 3M | +6.3% | +9.6% | -3.3% | +8.9% |
| 6M | +16.2% | -4.7% | +20.9% | +15.4% |
| YTD | +19.3% | -24.6% | +43.9% | +12.6% |
| 1Y | +29.2% | -24.7% | +53.9% | +22.1% |
| 3Y | +71.4% | -80.0% | +151.5% | +20.8% |
| 5Y | +104.2% | -83.5% | +187.7% | +53.4% |
| 10Y | +246.7% | -99.5% | +346.1% | +37.3% |
| All | +246.7% | -99.5% | +346.1% | +37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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