+382.4%
CBZ price history and return analytics
+222.7%
+159.7%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.6% | +0.4% |
| 7D | +0.3% | -0.1% | +0.4% | +0.4% |
| 30D | +0.3% | -0.7% | +1.0% | +0.8% |
| 3M | +61.9% | +4.0% | +57.9% | +55.6% |
| 6M | +98.3% | +12.3% | +86.0% | +77.0% |
| YTD | +8.2% | +14.0% | -5.8% | -4.9% |
| 1Y | -5.3% | +20.3% | -25.6% | -20.7% |
| 3Y | +2.4% | +75.4% | -73.0% | -39.1% |
| 5Y | +63.2% | +66.0% | -2.8% | +1.5% |
| 10Y | +382.4% | +228.2% | +154.2% | +60.9% |
| All | +382.4% | +222.7% | +159.7% | +60.9% |
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 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