+71.8%
CB vs SPXU
-79.5%
+151.3%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.0% | -1.8% |
| 7D | +0.2% | +7.6% | -7.3% | +0.6% |
| 30D | +9.1% | +17.5% | -8.5% | +9.8% |
| 3M | +3.4% | +14.7% | -11.2% | +4.0% |
| 6M | +14.1% | -0.1% | +14.1% | +14.0% |
| YTD | +18.0% | -19.8% | +37.8% | +16.2% |
| 1Y | +30.1% | -23.7% | +53.9% | +27.7% |
| 3Y | +71.8% | -79.5% | +151.3% | +54.4% |
| All | +71.8% | -79.5% | +151.3% | +54.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling