-12.4%
CIM price history and return analytics
+19.6%
-32.1%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -1.0% |
| 7D | -4.4% | -1.1% | -3.3% | -3.7% |
| 30D | -6.0% | -1.0% | -5.0% | -5.4% |
| 3M | -13.6% | +3.2% | -16.8% | -15.4% |
| 6M | -10.8% | +12.5% | -23.3% | -18.3% |
| YTD | -4.0% | +14.1% | -18.1% | -13.1% |
| 1Y | -12.4% | +18.9% | -31.4% | -22.9% |
| All | -12.4% | +19.6% | -32.1% | -22.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling