+4,177.7%
DELL vs CB
+219.8%
+3,958.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.2% |
| 7D | +8.7% | -0.5% | +9.3% | +8.9% |
| 30D | +16.9% | -3.1% | +20.0% | +18.1% |
| 3M | +40.4% | +4.2% | +36.3% | +37.0% |
| 6M | +267.1% | +4.7% | +262.4% | +255.2% |
| YTD | +329.1% | +8.8% | +320.3% | +308.0% |
| 1Y | +346.9% | +22.6% | +324.3% | +302.8% |
| 3Y | +696.6% | +70.6% | +626.0% | +496.9% |
| 5Y | +1,106.2% | +99.4% | +1,006.7% | +732.4% |
| 10Y | +4,177.7% | +223.5% | +3,954.3% | +2,291.5% |
| All | +4,177.7% | +219.8% | +3,958.0% | +2,291.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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