-47.2%
CBRL price history and return analytics
+221.4%
-268.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.0% |
| 7D | -2.7% | +1.0% | -3.7% | -3.7% |
| 30D | -8.7% | -0.2% | -8.5% | -8.5% |
| 3M | +55.0% | +4.5% | +50.4% | +46.5% |
| 6M | +81.6% | +14.1% | +67.6% | +55.7% |
| YTD | +112.0% | +14.8% | +97.2% | +80.9% |
| 1Y | +6.4% | +21.2% | -14.8% | -14.5% |
| 3Y | -21.3% | +76.6% | -97.9% | -57.8% |
| 5Y | -53.1% | +66.6% | -119.6% | -73.1% |
| 10Y | -47.2% | +222.3% | -269.5% | -82.6% |
| All | -47.2% | +221.4% | -268.7% | -82.6% |
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