+11.1%
CBAT price history and return analytics
+21.4%
-10.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +2.5% |
| 7D | -2.9% | +1.0% | -3.9% | -3.8% |
| 30D | +53.8% | -0.2% | +54.1% | +53.9% |
| 3M | +37.0% | +4.5% | +32.4% | +30.1% |
| 6M | -1.0% | +14.1% | -15.0% | -15.0% |
| YTD | +19.0% | +14.8% | +4.3% | +0.2% |
| 1Y | +11.1% | +21.2% | -10.1% | -12.6% |
| All | +11.1% | +21.4% | -10.3% | -12.6% |
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