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Stock and ETF performance explorer

CEPU price history and return analytics

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+2.8%
VT return
+143.4%
Excess return
-140.7%
Maximum drawdown
-89.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 10y.

Portfolio and benchmark returns by period
PeriodPortfolioVTExcessAlpha
1D+2.3%-0.9%+3.2%+3.3%
7D+3.2%-2.0%+5.2%+5.6%
30D+8.8%-1.4%+10.2%+10.5%
3M-4.1%+4.7%-8.8%-9.2%
6M-5.9%+11.4%-17.2%-17.1%
YTD-17.3%+13.1%-30.3%-28.3%
1Y+61.2%+19.0%+42.2%+32.7%
3Y+175.8%+73.9%+101.8%+50.1%
5Y+537.5%+65.4%+472.1%+268.9%
All+2.8%+143.4%-140.7%-60.8%

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 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