+216.8%
CB vs SPXU
-99.5%
+316.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.1% | -1.1% |
| 7D | -0.6% | -1.5% | +0.9% | -0.9% |
| 30D | -3.9% | +3.7% | -7.6% | -3.0% |
| 3M | +4.9% | -9.6% | +14.5% | +2.6% |
| 6M | +3.3% | -32.4% | +35.6% | -5.4% |
| YTD | +8.5% | -28.7% | +37.2% | +0.8% |
| 1Y | +22.1% | -38.2% | +60.3% | +9.8% |
| 3Y | +70.1% | -80.4% | +150.6% | +19.8% |
| 5Y | +97.4% | -86.0% | +183.4% | +41.6% |
| 10Y | +216.8% | -99.5% | +316.3% | +19.2% |
| All | +216.8% | -99.5% | +316.3% | +19.2% |
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