+34.6%
CP vs VRSN
+31.7%
+2.9%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.3% | +2.2% | +3.5% |
| 7D | +5.6% | +3.6% | +2.0% | +5.5% |
| 30D | +10.0% | +8.8% | +1.2% | +9.8% |
| 3M | +4.4% | +6.6% | -2.2% | +4.3% |
| 6M | +14.1% | +16.7% | -2.6% | +13.5% |
| YTD | +29.1% | +32.1% | -3.1% | +26.4% |
| 1Y | +34.6% | +34.1% | +0.5% | +31.5% |
| All | +34.6% | +31.7% | +2.9% | +31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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