+760.7%
CIB price history and return analytics
+374.2%
+386.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.2% | -1.2% |
| 7D | +3.4% | +0.4% | +3.0% | +3.0% |
| 30D | +11.6% | +1.0% | +10.6% | +10.5% |
| 3M | +41.4% | +2.4% | +39.0% | +38.0% |
| 6M | +55.3% | +12.0% | +43.3% | +39.0% |
| YTD | +63.6% | +15.3% | +48.3% | +42.3% |
| 1Y | +105.9% | +22.6% | +83.3% | +68.6% |
| 3Y | +470.8% | +74.7% | +396.1% | +228.3% |
| 5Y | +453.2% | +66.1% | +387.1% | +230.0% |
| 10Y | +426.6% | +225.0% | +201.6% | +70.0% |
| All | +760.7% | +374.2% | +386.5% | +87.3% |
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