-40.3%
CPB price history and return analytics
+221.8%
-262.0%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.4% | +3.2% |
| 7D | -1.6% | +2.4% | -3.9% | -2.1% |
| 30D | +19.2% | -1.5% | +20.7% | +19.5% |
| 3M | -1.0% | -4.1% | +3.2% | -0.2% |
| 6M | +15.2% | +0.6% | +14.7% | +14.7% |
| YTD | -13.1% | +11.0% | -24.1% | -15.5% |
| 1Y | -22.4% | +13.3% | -35.8% | -25.0% |
| 3Y | -35.3% | +73.4% | -108.7% | -44.1% |
| 5Y | -33.0% | +57.4% | -90.4% | -40.9% |
| All | -40.3% | +221.8% | -262.0% | -61.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling