+9,152.3%
CMI vs VIAV
+3,187.5%
+5,964.8%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.5% | +3.7% | 0.0% |
| 7D | +0.8% | +11.2% | -10.4% | -1.4% |
| 30D | -12.8% | -2.6% | -10.2% | -12.7% |
| 3M | -12.4% | -20.1% | +7.7% | -9.7% |
| 6M | -0.9% | +25.8% | -26.7% | -7.1% |
| YTD | +8.9% | +109.9% | -101.0% | -8.5% |
| 1Y | +37.7% | +214.3% | -176.6% | +6.3% |
| 3Y | +148.9% | +281.6% | -132.8% | +81.6% |
| 5Y | +164.4% | +132.6% | +31.8% | +109.1% |
| 10Y | +506.9% | +396.7% | +110.3% | +307.6% |
| All | +9,152.3% | +3,187.5% | +5,964.8% | +4,278.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 all: compounded portfolio wealth divided by compounded VIAV 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…
all analysis · Full analysis span regression · 6 months rolling