+42.3%
CBK price history and return analytics
+17.4%
+24.9%
-9.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.4% |
| 7D | +0.5% | +1.0% | -0.5% | +0.2% |
| 30D | -3.3% | -0.2% | -3.0% | -3.2% |
| 3M | +12.5% | +4.5% | +8.0% | +10.7% |
| 6M | +33.6% | +14.1% | +19.6% | +26.1% |
| YTD | +39.1% | +14.8% | +24.3% | +31.3% |
| All | +42.3% | +17.4% | +24.9% | +32.3% |
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