+219.2%
CB vs SU
+267.8%
-48.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | -2.8% | +1.7% | -4.4% | -3.1% |
| 30D | -2.4% | +9.6% | -12.0% | -4.6% |
| 3M | +2.8% | +11.7% | -9.0% | -0.2% |
| 6M | +4.8% | +21.9% | -17.2% | -0.9% |
| YTD | +9.2% | +58.6% | -49.5% | -3.4% |
| 1Y | +22.8% | +66.5% | -43.7% | +7.2% |
| 3Y | +71.1% | +121.4% | -50.3% | +36.1% |
| 5Y | +101.0% | +355.7% | -254.7% | +25.3% |
| All | +219.2% | +267.8% | -48.5% | +96.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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