Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Stock and ETF performance explorer

CABA price history and return analytics

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-70.9%
VT return
+140.4%
Excess return
-211.3%
Maximum drawdown
-96.6%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 10y.

Portfolio and benchmark returns by period
PeriodPortfolioVTExcessAlpha
1D-11.0%-0.6%-10.4%-10.1%
7D-18.5%-0.1%-18.3%-18.3%
30D+3.9%-0.7%+4.6%+4.9%
3M-9.6%+4.0%-13.6%-14.5%
6M-11.0%+12.3%-23.3%-24.2%
YTD+32.9%+14.0%+18.9%+11.2%
1Y+77.4%+20.3%+57.1%+39.9%
3Y-79.0%+75.4%-154.4%-89.2%
5Y-74.5%+66.0%-140.5%-85.5%
All-70.9%+140.4%-211.3%-85.2%

Cumulative growth

Daily Returns

Daily percentage return beside VT.

Daily Out/Under-Performance

Portfolio return minus VT return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × VT 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 VT 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