-47.2%
CBRL vs SPY
+311.3%
-358.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.0% |
| 7D | -2.7% | +0.5% | -3.2% | -3.2% |
| 30D | -8.7% | -0.9% | -7.8% | -7.9% |
| 3M | +55.0% | +3.9% | +51.1% | +48.0% |
| 6M | +81.6% | +14.5% | +67.1% | +57.0% |
| YTD | +112.0% | +12.9% | +99.0% | +86.2% |
| 1Y | +6.4% | +19.4% | -12.9% | -11.8% |
| 3Y | -21.3% | +78.5% | -99.8% | -56.7% |
| 5Y | -53.1% | +81.8% | -134.8% | -74.7% |
| 10Y | -47.2% | +311.5% | -358.7% | -85.7% |
| All | -47.2% | +311.3% | -358.5% | -85.7% |
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