+10.4%
CBLL price history and return analytics
+35.3%
-24.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.6% | +1.2% | -0.2% |
| 7D | +2.4% | +0.4% | +2.0% | +1.7% |
| 30D | +16.8% | -2.6% | +19.4% | +21.6% |
| 3M | +46.7% | -3.2% | +50.0% | +54.2% |
| 6M | +36.6% | +0.9% | +35.7% | +33.8% |
| YTD | +25.9% | +11.3% | +14.5% | +4.1% |
| 1Y | +130.4% | +14.0% | +116.4% | +82.1% |
| All | +10.4% | +35.3% | -24.9% | -37.9% |
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 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