+27.2%
CB vs SPXU
-25.8%
+53.0%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | +0.3% |
| 7D | 0.0% | -9.4% | +9.4% | +1.0% |
| 30D | +7.4% | +7.4% | 0.0% | +6.2% |
| 3M | +8.6% | +6.2% | +2.4% | +7.4% |
| 6M | +16.1% | -7.2% | +23.4% | +16.5% |
| YTD | +20.2% | -26.8% | +47.0% | +19.9% |
| 1Y | +27.2% | -26.3% | +53.5% | +26.8% |
| All | +27.2% | -25.8% | +53.0% | +26.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling