+262.2%
CP vs VRSN
+291.7%
-29.5%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.1% |
| 7D | +0.9% | +0.1% | +0.8% | +0.8% |
| 30D | +10.3% | +3.6% | +6.8% | +8.8% |
| 3M | +2.3% | +10.8% | -8.5% | -1.9% |
| 6M | +10.7% | +9.9% | +0.8% | +5.8% |
| YTD | +29.3% | +29.8% | -0.5% | +14.4% |
| 1Y | +31.5% | +26.3% | +5.2% | +17.6% |
| 3Y | +36.7% | +53.5% | -16.8% | +9.5% |
| 5Y | +26.8% | +34.8% | -8.0% | +5.2% |
| All | +262.2% | +291.7% | -29.5% | +100.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling