-5.2%
CAI price history and return analytics
+11.9%
-17.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.3% | -3.6% | -3.4% |
| 7D | -8.7% | +2.4% | -11.0% | -12.2% |
| 30D | -23.8% | -1.5% | -22.3% | -20.5% |
| 3M | +3.9% | -4.1% | +8.0% | +12.3% |
| 6M | +56.8% | +0.6% | +56.3% | +59.1% |
| YTD | -14.6% | +11.0% | -25.6% | -24.6% |
| 1Y | -5.2% | +13.3% | -18.5% | -17.4% |
| All | -5.2% | +11.9% | -17.1% | -17.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling