+64.4%
CEMB price history and return analytics
+355.5%
-291.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.2% |
| 7D | -0.2% | -0.7% | +0.5% | -0.1% |
| 30D | +0.4% | -1.7% | +2.1% | +0.6% |
| 3M | -1.4% | -2.3% | +0.9% | -1.1% |
| 6M | -1.2% | +1.5% | -2.7% | -1.5% |
| YTD | +0.2% | +12.0% | -11.9% | -1.8% |
| 1Y | +0.5% | +12.9% | -12.3% | -1.5% |
| 3Y | +22.4% | +74.9% | -52.5% | +11.4% |
| 5Y | +9.6% | +59.9% | -50.3% | +0.5% |
| 10Y | +39.8% | +224.6% | -184.8% | +15.8% |
| All | +64.4% | +355.5% | -291.1% | +34.2% |
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 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