+6,646.7%
CB vs TROW
+8,896.9%
-2,250.2%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.5% |
| 7D | +0.5% | -1.3% | +1.8% | +1.0% |
| 30D | -3.1% | -4.5% | +1.4% | -1.5% |
| 3M | +9.0% | +3.9% | +5.1% | +7.0% |
| 6M | +2.9% | +22.6% | -19.7% | -5.1% |
| YTD | +10.1% | +10.1% | 0.0% | +5.1% |
| 1Y | +22.8% | +3.6% | +19.2% | +19.5% |
| 3Y | +73.8% | +12.4% | +61.4% | +59.6% |
| 5Y | +99.2% | -37.5% | +136.7% | +118.6% |
| 10Y | +218.2% | +130.0% | +88.3% | +106.1% |
| All | +6,646.7% | +8,896.9% | -2,250.2% | +1,466.8% |
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