+11.5%
CL vs BIYA
-99.9%
+111.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.1% | -2.2% |
| 7D | +1.3% | -10.5% | +11.8% | +1.3% |
| 30D | +11.4% | -51.7% | +63.1% | +11.3% |
| 3M | +4.4% | -60.8% | +65.2% | +4.4% |
| 6M | +10.8% | -90.6% | +101.4% | +10.8% |
| YTD | +25.1% | -97.1% | +122.3% | +25.0% |
| 1Y | +28.0% | -99.1% | +127.0% | +27.4% |
| All | +11.5% | -99.9% | +111.4% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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