+748.3%
CPA price history and return analytics
+357.6%
+390.6%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.6% | +1.1% | +0.9% |
| 7D | +7.8% | +0.4% | +7.5% | +7.4% |
| 30D | +10.3% | -2.6% | +12.9% | +13.6% |
| 3M | +5.6% | -3.2% | +8.8% | +9.7% |
| 6M | +23.7% | +0.9% | +22.7% | +23.2% |
| YTD | +27.4% | +11.3% | +16.1% | +15.0% |
| 1Y | +24.3% | +14.0% | +10.3% | +9.6% |
| 3Y | +100.2% | +75.8% | +24.3% | +10.2% |
| 5Y | +130.7% | +57.8% | +72.9% | +44.6% |
| 10Y | +113.9% | +219.8% | -105.9% | -29.4% |
| All | +748.3% | +357.6% | +390.6% | +125.7% |
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