+203.5%
CBNK vs SPY
+195.4%
+8.1%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -1.2% |
| 7D | -2.0% | -0.8% | -1.2% | -1.1% |
| 30D | -4.3% | -1.1% | -3.2% | -3.2% |
| 3M | +8.1% | +3.9% | +4.2% | +3.1% |
| 6M | +27.1% | +13.6% | +13.5% | +9.2% |
| YTD | +30.1% | +12.7% | +17.5% | +12.9% |
| 1Y | +9.2% | +17.5% | -8.3% | -9.8% |
| 3Y | +98.6% | +76.9% | +21.7% | -1.8% |
| 5Y | +73.2% | +83.6% | -10.4% | -21.7% |
| All | +203.5% | +195.4% | +8.1% | -38.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling