-56.4%
CANE price history and return analytics
+406.5%
-462.9%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | -1.1% | -0.1% | -0.9% | -1.1% |
| 30D | -9.2% | -3.1% | -6.2% | -8.7% |
| 3M | +2.2% | -3.5% | +5.7% | +2.9% |
| 6M | +11.0% | +0.5% | +10.5% | +10.7% |
| YTD | +12.1% | +10.8% | +1.3% | +9.5% |
| 1Y | +19.0% | +11.9% | +7.1% | +16.1% |
| 3Y | -27.7% | +73.0% | -100.7% | -36.0% |
| 5Y | +15.2% | +58.6% | -43.5% | +3.5% |
| 10Y | -22.1% | +219.2% | -241.3% | -42.1% |
| All | -56.4% | +406.5% | -462.9% | -72.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling