-45.0%
CPB price history and return analytics
+221.4%
-266.4%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +1.9% |
| 7D | -8.2% | +1.0% | -9.2% | -8.4% |
| 30D | -5.6% | -0.2% | -5.4% | -5.6% |
| 3M | +3.0% | +4.5% | -1.6% | +1.8% |
| 6M | -12.7% | +14.1% | -26.8% | -15.5% |
| YTD | -18.0% | +14.8% | -32.7% | -20.8% |
| 1Y | -31.7% | +21.2% | -52.9% | -35.0% |
| 3Y | -41.0% | +76.6% | -117.5% | -49.3% |
| 5Y | -38.4% | +66.6% | -105.0% | -46.6% |
| 10Y | -45.0% | +222.3% | -267.2% | -65.3% |
| All | -45.0% | +221.4% | -266.4% | -65.3% |
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