+243.0%
CB vs SPXU
-99.5%
+342.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -7.0% | +6.6% | -2.0% |
| 7D | -1.5% | -1.5% | 0.0% | -1.6% |
| 30D | +6.5% | +9.7% | -3.1% | +9.1% |
| 3M | +4.1% | +8.4% | -4.4% | +6.4% |
| 6M | +14.4% | -5.7% | +20.1% | +13.3% |
| YTD | +17.5% | -25.4% | +42.9% | +10.6% |
| 1Y | +27.5% | -28.9% | +56.4% | +18.9% |
| 3Y | +71.6% | -81.2% | +152.8% | +19.1% |
| 5Y | +100.6% | -83.3% | +183.9% | +51.4% |
| 10Y | +243.0% | -99.5% | +342.5% | +35.3% |
| All | +243.0% | -99.5% | +342.5% | +35.3% |
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