+219.2%
CB vs TRI
+191.2%
+28.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.7% |
| 7D | -2.8% | -14.4% | +11.6% | +1.4% |
| 30D | -2.4% | -8.1% | +5.7% | -0.4% |
| 3M | +2.8% | +17.5% | -14.8% | -3.2% |
| 6M | +4.8% | -5.0% | +9.7% | +4.3% |
| YTD | +9.2% | -24.7% | +33.9% | +17.1% |
| 1Y | +22.8% | -41.5% | +64.3% | +44.9% |
| 3Y | +71.1% | -20.3% | +91.5% | +71.6% |
| 5Y | +101.0% | -10.9% | +111.9% | +87.6% |
| All | +219.2% | +191.2% | +28.0% | +90.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded TRI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling