+85.0%
CBSH price history and return analytics
+221.4%
-136.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.3% |
| 7D | +2.5% | +1.0% | +1.4% | +1.5% |
| 30D | -0.9% | -0.2% | -0.7% | -0.7% |
| 3M | +9.6% | +4.5% | +5.1% | +4.8% |
| 6M | +16.9% | +14.1% | +2.8% | +2.6% |
| YTD | +13.0% | +14.8% | -1.7% | -1.4% |
| 1Y | +2.7% | +21.2% | -18.5% | -15.0% |
| 3Y | +51.2% | +76.6% | -25.3% | -12.5% |
| 5Y | +12.5% | +66.6% | -54.1% | -31.4% |
| 10Y | +85.0% | +222.3% | -137.3% | -42.2% |
| All | +85.0% | +221.4% | -136.4% | -42.2% |
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