-14.2%
CAI price history and return analytics
+30.6%
-44.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.5% | -2.3% |
| 7D | -3.1% | -0.1% | -3.0% | -2.9% |
| 30D | +2.7% | -0.7% | +3.4% | +3.8% |
| 3M | +41.7% | +4.0% | +37.7% | +34.0% |
| 6M | +26.5% | +12.3% | +14.2% | +5.9% |
| YTD | -10.9% | +14.0% | -25.0% | -26.1% |
| 1Y | -29.2% | +20.3% | -49.5% | -45.7% |
| All | -14.2% | +30.6% | -44.8% | -42.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling