+6.4%
CBLL price history and return analytics
+31.8%
-25.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +1.9% |
| 7D | 0.0% | -2.3% | +2.4% | +3.5% |
| 30D | +13.2% | -5.0% | +18.2% | +22.4% |
| 3M | +45.7% | -4.9% | +50.6% | +57.1% |
| 6M | +32.0% | -1.5% | +33.5% | +34.1% |
| YTD | +21.2% | +8.5% | +12.8% | +4.3% |
| 1Y | +130.0% | +11.4% | +118.6% | +88.3% |
| All | +6.4% | +31.8% | -25.5% | -37.8% |
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