+33.2%
CP vs VICR
+70.3%
-37.1%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.4% | +2.9% | -0.4% |
| 7D | +2.1% | +8.3% | -6.1% | +2.0% |
| 30D | +9.3% | -35.2% | +44.5% | +10.3% |
| 3M | +0.5% | -29.8% | +30.3% | +0.7% |
| 6M | +10.4% | -48.6% | +59.0% | +11.2% |
| YTD | +28.7% | +45.1% | -16.4% | +22.7% |
| 1Y | +33.2% | +79.6% | -46.4% | +21.7% |
| All | +33.2% | +70.3% | -37.1% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 1y: compounded portfolio wealth divided by compounded VICR 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…
1y analysis · Full analysis span regression · 6 months rolling