+308.5%
CSCO vs BB
+21.8%
+286.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -2.4% | -3.8% | -5.9% |
| 7D | +1.9% | +1.8% | +0.1% | +1.7% |
| 30D | -15.8% | +8.1% | -24.0% | -16.8% |
| 3M | -15.4% | -1.0% | -14.4% | -15.7% |
| 6M | -5.4% | +45.9% | -51.3% | -11.1% |
| YTD | +26.5% | +134.8% | -108.4% | +11.4% |
| 1Y | +25.9% | +104.6% | -78.7% | +12.6% |
| 3Y | +97.5% | +152.8% | -55.3% | +65.6% |
| 5Y | +93.0% | -17.4% | +110.5% | +80.4% |
| All | +308.5% | +21.8% | +286.7% | +194.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling