+20.1%
CP vs VIK
+37.7%
-17.6%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | +0.1% | +0.3% |
| 7D | -2.7% | -3.0% | +0.4% | -2.1% |
| 30D | +0.2% | -20.7% | +20.9% | +4.7% |
| 3M | +2.6% | -4.6% | +7.2% | +2.7% |
| 6M | +6.0% | +14.0% | -8.0% | +1.4% |
| YTD | +24.9% | +20.2% | +4.8% | +17.0% |
| 1Y | +20.1% | +36.0% | -15.9% | +9.5% |
| All | +20.1% | +37.7% | -17.6% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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