+11.2%
CBLL price history and return analytics
+36.2%
-25.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | 0.0% | -0.6% |
| 7D | +1.5% | -0.7% | +2.2% | +2.6% |
| 30D | +10.1% | -1.7% | +11.8% | +13.1% |
| 3M | +30.5% | -2.3% | +32.8% | +35.1% |
| 6M | +38.6% | +1.5% | +37.1% | +34.5% |
| YTD | +26.8% | +12.0% | +14.7% | +3.8% |
| 1Y | +122.0% | +12.9% | +109.2% | +79.2% |
| All | +11.2% | +36.2% | -25.0% | -38.1% |
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