+22.6%
CB vs VIAV
+237.5%
-214.8%
-9.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | +0.3% |
| 7D | -0.5% | +13.6% | -14.1% | +0.2% |
| 30D | -3.1% | +5.3% | -8.4% | -2.7% |
| 3M | +4.2% | -15.6% | +19.8% | +3.9% |
| 6M | +4.7% | +34.0% | -29.3% | +5.6% |
| YTD | +8.8% | +119.9% | -111.0% | +12.5% |
| 1Y | +22.6% | +235.2% | -212.5% | +25.8% |
| All | +22.6% | +237.5% | -214.8% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 1y: compounded portfolio wealth divided by compounded VIAV 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…
1y analysis · Full analysis span regression · 6 months rolling