+158.7%
CBL price history and return analytics
+63.8%
+95.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.5% |
| 7D | -0.5% | -1.1% | +0.7% | +0.5% |
| 30D | -4.2% | -1.0% | -3.2% | -3.4% |
| 3M | +11.4% | +3.2% | +8.3% | +8.1% |
| 6M | +47.4% | +12.5% | +35.0% | +31.7% |
| YTD | +52.2% | +14.1% | +38.2% | +34.0% |
| 1Y | +78.2% | +18.9% | +59.3% | +50.5% |
| 3Y | +212.5% | +74.1% | +138.5% | +84.4% |
| All | +158.7% | +63.8% | +95.0% | +67.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling