+99.2%
CBNK vs SPY
+75.5%
+23.7%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-10 to 2026-09-10.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.4% |
| 7D | -0.8% | -2.0% | +1.2% | +0.5% |
| 30D | -3.5% | -1.7% | -1.8% | -2.5% |
| 3M | +8.9% | +4.7% | +4.2% | +5.5% |
| 6M | +25.9% | +12.5% | +13.4% | +16.1% |
| YTD | +30.5% | +11.7% | +18.8% | +21.1% |
| 1Y | +10.1% | +17.5% | -7.4% | -1.3% |
| All | +99.2% | +75.5% | +23.7% | +44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 2023-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded SPY 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…
2023-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling