Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • CF vs A✓SelectedUSD · ACF vs A performance historyLatest closeAs of-3.24%09/04
Stock and ETF performance explorer

CF vs A

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+13.5%
A return
+7.7%
Excess return
+5.8%
Maximum drawdown
-4.3%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1mo.

Portfolio and benchmark returns by period
PeriodPortfolioAExcessAlpha
1D-3.2%+0.6%-3.8%-3.1%
7D+6.0%-1.9%+7.9%+5.6%
30D+14.8%+6.9%+7.9%+16.5%
All+13.5%+7.7%+5.8%+15.4%

Cumulative growth

Daily Returns

Daily percentage return beside A.

Daily Out/Under-Performance

Portfolio return minus A return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × A 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 1mo: compounded portfolio wealth divided by compounded A 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…

1mo analysis · Full analysis span regression · Available span rolling