+341.4%
CG vs RBA
+182.6%
+158.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.0% | -0.2% | -1.3% |
| 7D | -1.3% | -1.1% | -0.2% | -0.8% |
| 30D | -3.2% | -13.2% | +10.1% | +2.5% |
| 3M | +6.2% | -21.4% | +27.6% | +16.2% |
| 6M | -4.7% | -20.9% | +16.2% | +3.8% |
| YTD | -20.6% | -19.9% | -0.8% | -14.3% |
| 1Y | -26.4% | -28.7% | +2.3% | -16.5% |
| 3Y | +55.4% | +27.4% | +28.0% | +37.9% |
| 5Y | +9.8% | +41.7% | -31.9% | -9.0% |
| 10Y | +341.4% | +189.6% | +151.8% | +160.9% |
| All | +341.4% | +182.6% | +158.8% | +160.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RBA 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling