+130.0%
CBLL price history and return analytics
+10.5%
+119.5%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.0% |
| 7D | 0.0% | -2.3% | +2.4% | +2.6% |
| 30D | +13.2% | -5.0% | +18.2% | +19.9% |
| 3M | +45.7% | -4.9% | +50.6% | +54.0% |
| 6M | +32.0% | -1.5% | +33.5% | +34.1% |
| YTD | +21.2% | +8.5% | +12.8% | +10.7% |
| 1Y | +130.0% | +11.4% | +118.6% | +100.7% |
| All | +130.0% | +10.5% | +119.5% | +100.7% |
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