+7,343.6%
CB vs TROW
+8,938.3%
-1,594.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.4% | +0.8% |
| 7D | +2.9% | +0.5% | +2.5% | +2.7% |
| 30D | +7.3% | +9.3% | -2.0% | +3.7% |
| 3M | +9.4% | -0.9% | +10.3% | +9.5% |
| 6M | +19.6% | +8.3% | +11.3% | +15.4% |
| YTD | +21.5% | +10.6% | +10.8% | +15.5% |
| 1Y | +28.0% | +10.5% | +17.5% | +21.6% |
| 3Y | +74.9% | +36.5% | +38.3% | +49.3% |
| 5Y | +108.1% | -37.1% | +145.2% | +127.8% |
| 10Y | +251.8% | +125.2% | +126.6% | +129.6% |
| All | +7,343.6% | +8,938.3% | -1,594.7% | +1,622.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 all: compounded portfolio wealth divided by compounded TROW 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…
all analysis · Full analysis span regression · 6 months rolling