+147.3%
CPAC price history and return analytics
+366.9%
-219.6%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +1.8% | +0.4% | +1.3% | +1.6% |
| 30D | +5.6% | +1.0% | +4.6% | +5.3% |
| 3M | +21.6% | +2.4% | +19.2% | +20.6% |
| 6M | +19.1% | +12.0% | +7.1% | +15.1% |
| YTD | +21.1% | +15.3% | +5.8% | +16.0% |
| 1Y | +87.5% | +22.6% | +64.9% | +76.4% |
| 3Y | +191.3% | +74.7% | +116.6% | +144.0% |
| 5Y | +202.4% | +66.1% | +136.2% | +156.2% |
| 10Y | +156.8% | +225.0% | -68.2% | +64.5% |
| All | +147.3% | +366.9% | -219.6% | +33.6% |
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