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  • FIG vs CAI✓SelectedUSD · CAIFIG vs CAI performance historyLatest closeAs of-4.36%09/04
Stock and ETF performance explorer

FIG vs CAI

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-55.8%
CAI return
-31.3%
Excess return
-24.5%
Maximum drawdown
-76.3%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioCAIExcessAlpha
1D-4.4%-1.0%-3.4%-4.3%
7D-16.3%-2.2%-14.1%-16.2%
30D-14.3%+52.4%-66.7%-17.5%
3M+7.2%+45.1%-37.9%+3.7%
6M-18.6%+26.2%-44.9%-20.2%
YTD-35.5%-7.1%-28.4%-33.1%
1Y-55.8%-31.0%-24.8%-46.8%
All-55.8%-31.3%-24.5%-46.8%

Cumulative growth

Daily Returns

Daily percentage return beside CAI.

Daily Out/Under-Performance

Portfolio return minus CAI return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × CAI 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 CAI 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