+125.0%
CAPL price history and return analytics
+221.8%
-96.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | +0.6% | +2.4% | -1.7% | -1.1% |
| 30D | -4.9% | -1.5% | -3.4% | -4.1% |
| 3M | -12.4% | -4.1% | -8.3% | -10.1% |
| 6M | -8.0% | +0.6% | -8.5% | -9.1% |
| YTD | +6.3% | +11.0% | -4.7% | -2.7% |
| 1Y | +4.7% | +13.3% | -8.7% | -5.8% |
| 3Y | +18.7% | +73.4% | -54.7% | -24.1% |
| 5Y | +59.7% | +57.4% | +2.3% | +9.2% |
| All | +125.0% | +221.8% | -96.7% | -14.0% |
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