-52.8%
CBAT price history and return analytics
+57.0%
-109.8%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.3% | +6.5% | +6.6% |
| 7D | -2.9% | +2.4% | -5.2% | -5.2% |
| 30D | -16.4% | -1.5% | -14.9% | -14.8% |
| 3M | +37.8% | -4.1% | +42.0% | +44.3% |
| 6M | +29.1% | +0.6% | +28.6% | +27.4% |
| YTD | +21.4% | +11.0% | +10.4% | +6.1% |
| 1Y | +13.3% | +13.3% | 0.0% | -3.5% |
| 3Y | +27.5% | +73.4% | -45.9% | -39.1% |
| All | -52.8% | +57.0% | -109.8% | -65.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling