+33.3%
CP vs VRSN
+27.4%
+5.8%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.9% | +2.9% | +2.0% |
| 7D | +2.8% | -0.8% | +3.6% | +2.8% |
| 30D | +11.3% | +0.7% | +10.6% | +11.3% |
| 3M | +2.9% | +4.1% | -1.3% | +2.8% |
| 6M | +9.8% | +6.7% | +3.1% | +9.2% |
| YTD | +28.5% | +27.1% | +1.5% | +26.1% |
| All | +33.3% | +27.4% | +5.8% | +31.3% |
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