+285.4%
CBSH price history and return analytics
+374.2%
-88.8%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +1.0% | +0.4% | +0.6% | +0.7% |
| 30D | -1.7% | +1.0% | -2.7% | -2.6% |
| 3M | +12.4% | +2.4% | +10.0% | +9.5% |
| 6M | +13.4% | +12.0% | +1.4% | +1.7% |
| YTD | +13.2% | +15.3% | -2.1% | -1.1% |
| 1Y | +1.9% | +22.6% | -20.7% | -15.9% |
| 3Y | +44.0% | +74.7% | -30.7% | -13.3% |
| 5Y | +10.2% | +66.1% | -55.9% | -31.1% |
| 10Y | +82.6% | +225.0% | -142.4% | -36.7% |
| All | +285.4% | +374.2% | -88.8% | +4.0% |
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 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