-95.7%
CBAT price history and return analytics
+360.7%
-456.4%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +1.1% | +9.4% | +9.3% |
| 7D | -5.4% | -0.7% | -4.7% | -4.4% |
| 30D | -11.0% | -1.7% | -9.3% | -9.3% |
| 3M | +34.6% | -2.3% | +36.9% | +37.6% |
| 6M | +32.9% | +1.5% | +31.4% | +30.1% |
| YTD | +25.0% | +12.0% | +13.0% | +10.1% |
| 1Y | +11.7% | +12.9% | -1.2% | -2.4% |
| 3Y | +26.5% | +74.9% | -48.4% | -31.7% |
| 5Y | -55.9% | +59.9% | -115.8% | -72.9% |
| 10Y | -30.0% | +224.6% | -254.6% | -79.6% |
| All | -95.7% | +360.7% | -456.4% | -99.2% |
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