-46.8%
CBRL price history and return analytics
+53.4%
-100.2%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.2% | -4.8% | -4.8% |
| 7D | -7.5% | -2.3% | -5.2% | -5.3% |
| 30D | +15.3% | -5.0% | +20.3% | +21.2% |
| 3M | +11.7% | -4.9% | +16.6% | +17.3% |
| 6M | +112.8% | -1.5% | +114.3% | +113.3% |
| YTD | +161.3% | +8.5% | +152.8% | +136.3% |
| 1Y | +113.4% | +11.4% | +102.1% | +87.4% |
| 3Y | +7.6% | +70.1% | -62.5% | -39.7% |
| All | -46.8% | +53.4% | -100.2% | -67.0% |
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