+7.6%
CNL price history and return analytics
+18.6%
-11.0%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.5% | -0.2% |
| 7D | -13.4% | -2.0% | -11.4% | -8.8% |
| 30D | +1.0% | -1.4% | +2.4% | +5.0% |
| 3M | +13.6% | +4.7% | +8.8% | +2.5% |
| 6M | -19.5% | +11.4% | -30.9% | -35.2% |
| YTD | +0.4% | +13.1% | -12.6% | -18.7% |
| All | +7.6% | +18.6% | -11.0% | -18.5% |
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