+70.1%
CB vs SU
+117.9%
-47.8%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.3% | -1.5% |
| 7D | -0.6% | -1.0% | +0.3% | -0.5% |
| 30D | -3.9% | +13.7% | -17.6% | -4.9% |
| 3M | +4.9% | +8.0% | -3.1% | +4.1% |
| 6M | +3.3% | +21.0% | -17.7% | +1.2% |
| YTD | +8.5% | +56.2% | -47.7% | +3.3% |
| 1Y | +22.1% | +72.2% | -50.1% | +14.7% |
| 3Y | +70.1% | +118.1% | -48.0% | +56.5% |
| All | +70.1% | +117.9% | -47.8% | +56.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling