+286.3%
CAPL price history and return analytics
+329.2%
-42.8%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.2% |
| 7D | -10.1% | -2.3% | -7.8% | -8.8% |
| 30D | -6.0% | -5.0% | -1.1% | -3.0% |
| 3M | -6.7% | -4.9% | -1.8% | -3.8% |
| 6M | +0.1% | -1.5% | +1.6% | +0.4% |
| YTD | +5.6% | +8.5% | -2.8% | -1.2% |
| 1Y | +6.0% | +11.4% | -5.4% | -2.8% |
| 3Y | +18.7% | +70.1% | -51.4% | -20.6% |
| 5Y | +57.6% | +53.7% | +3.9% | +12.2% |
| 10Y | +117.6% | +220.0% | -102.3% | -6.4% |
| All | +286.3% | +329.2% | -42.8% | +45.0% |
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 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