+251.7%
CB vs TEL
+283.7%
-32.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.3% |
| 7D | +2.9% | +4.5% | -1.6% | +1.4% |
| 30D | +7.3% | +2.9% | +4.4% | +5.9% |
| 3M | +9.4% | +1.1% | +8.3% | +8.3% |
| 6M | +19.6% | +5.0% | +14.6% | +16.0% |
| YTD | +21.5% | -3.9% | +25.4% | +19.6% |
| 1Y | +28.0% | -7.4% | +35.4% | +27.3% |
| 3Y | +74.9% | +81.0% | -6.1% | +25.6% |
| 5Y | +108.1% | +42.3% | +65.8% | +64.3% |
| All | +251.7% | +283.7% | -32.0% | +72.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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