-50.7%
CIM price history and return analytics
+356.5%
-407.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.4% |
| 7D | -10.0% | +2.4% | -12.3% | -12.4% |
| 30D | -22.4% | -1.5% | -20.9% | -21.0% |
| 3M | -42.0% | -4.1% | -37.8% | -39.1% |
| 6M | -46.6% | +0.6% | -47.1% | -47.1% |
| YTD | -40.6% | +11.0% | -51.7% | -47.6% |
| 1Y | -36.9% | +13.3% | -50.3% | -45.6% |
| 3Y | -33.4% | +73.4% | -106.8% | -64.5% |
| 5Y | -75.4% | +57.4% | -132.8% | -85.1% |
| 10Y | -56.6% | +221.7% | -278.3% | -88.5% |
| All | -50.7% | +356.5% | -407.2% | -87.2% |
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