-89.0%
CNTB vs SPY
+110.4%
-199.4%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.8% | -1.5% |
| 7D | +10.9% | -0.8% | +11.6% | +11.3% |
| 30D | -12.4% | -1.1% | -11.4% | -12.0% |
| 3M | -2.9% | +3.9% | -6.7% | -5.3% |
| 6M | -32.5% | +13.6% | -46.1% | -37.7% |
| YTD | -27.7% | +12.7% | -40.3% | -32.9% |
| 1Y | +25.2% | +17.5% | +7.6% | +12.7% |
| 3Y | +161.5% | +76.9% | +84.6% | +77.3% |
| 5Y | -90.8% | +83.6% | -174.4% | -93.7% |
| All | -89.0% | +110.4% | -199.4% | -93.2% |
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