+223.5%
CB vs TGT
+208.0%
+15.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.2% | +3.5% | +0.8% |
| 7D | -0.5% | -3.6% | +3.0% | 0.0% |
| 30D | -3.1% | +4.4% | -7.5% | -3.8% |
| 3M | +4.2% | +25.4% | -21.2% | +0.2% |
| 6M | +4.7% | +33.4% | -28.7% | -0.5% |
| YTD | +8.8% | +65.6% | -56.8% | -0.5% |
| 1Y | +22.6% | +80.3% | -57.7% | +10.3% |
| 3Y | +70.6% | +42.1% | +28.5% | +54.8% |
| 5Y | +99.4% | -25.0% | +124.4% | +102.7% |
| 10Y | +223.5% | +208.2% | +15.2% | +148.5% |
| All | +223.5% | +208.0% | +15.4% | +148.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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