+264.6%
CBSH price history and return analytics
+345.0%
-80.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.1% | +2.4% | +1.9% |
| 7D | -0.7% | -4.2% | +3.5% | +3.0% |
| 30D | +0.8% | -5.8% | +6.6% | +6.0% |
| 3M | -7.0% | -5.2% | -1.8% | -2.8% |
| 6M | +7.0% | +0.1% | +6.9% | +5.9% |
| YTD | +7.1% | +8.2% | -1.1% | -1.4% |
| 1Y | +10.1% | +10.1% | 0.0% | -0.3% |
| 3Y | +44.5% | +69.7% | -25.2% | -11.1% |
| 5Y | -0.6% | +53.4% | -54.0% | -33.6% |
| 10Y | +78.2% | +219.2% | -141.0% | -37.4% |
| All | +264.6% | +345.0% | -80.4% | +3.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling