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Stock and ETF performance explorer

CBUS price history and return analytics

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-99.7%
VT return
+181.8%
Excess return
-281.5%
Maximum drawdown
-99.9%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioVTExcessAlpha
1D+0.6%0.0%+0.7%+0.7%
7D-3.6%+0.4%-4.1%-4.2%
30D-17.6%+1.0%-18.6%-18.8%
3M+13.6%+2.4%+11.2%+9.5%
6M-52.3%+12.0%-64.3%-58.8%
YTD-8.6%+15.3%-24.0%-24.5%
1Y+26.2%+22.6%+3.6%-3.6%
3Y-89.3%+74.7%-164.0%-94.7%
5Y-99.2%+66.1%-165.4%-99.6%
All-99.7%+181.8%-281.5%-99.9%

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