-65.0%
CBRS vs DOW
-12.8%
-52.2%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -0.3% | +11.6% | +11.1% |
| 7D | +21.2% | +5.2% | +16.0% | +23.4% |
| 30D | -23.2% | +13.2% | -36.3% | -19.0% |
| 3M | -52.9% | +10.1% | -63.0% | -50.6% |
| All | -65.0% | -12.8% | -52.2% | -62.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 6mo: compounded portfolio wealth divided by compounded DOW 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…
6mo analysis · Full analysis span regression · 6 months rolling