+41.5%
CBK price history and return analytics
+16.7%
+24.9%
-9.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | -0.4% |
| 7D | -1.9% | -0.1% | -1.8% | -1.9% |
| 30D | -2.8% | -0.7% | -2.2% | -2.6% |
| 3M | +9.6% | +4.0% | +5.6% | +7.9% |
| 6M | +34.4% | +12.3% | +22.1% | +27.7% |
| YTD | +38.3% | +14.0% | +24.3% | +30.9% |
| All | +41.5% | +16.7% | +24.9% | +31.9% |
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