+9.8%
CG vs BB
-27.1%
+36.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.2% | -4.4% | -2.7% |
| 7D | -1.3% | +0.5% | -1.8% | -1.4% |
| 30D | -3.2% | -12.4% | +9.2% | -0.1% |
| 3M | +6.2% | -15.3% | +21.5% | +8.3% |
| 6M | -4.7% | +128.8% | -133.4% | -28.7% |
| YTD | -20.6% | +107.7% | -128.3% | -38.8% |
| 1Y | -26.4% | +103.9% | -130.3% | -43.6% |
| 3Y | +55.4% | +72.6% | -17.2% | +16.4% |
| 5Y | +9.8% | -24.3% | +34.1% | +4.4% |
| All | +9.8% | -27.1% | +36.9% | +4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 5y: compounded portfolio wealth divided by compounded BB 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…
5y analysis · Full analysis span regression · 6 months rolling