-33.3%
CPB price history and return analytics
+57.0%
-90.3%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.3% | +3.5% | +3.2% |
| 7D | -1.6% | +2.4% | -3.9% | -1.7% |
| 30D | +19.2% | -1.5% | +20.7% | +19.3% |
| 3M | -0.9% | -4.1% | +3.2% | -0.6% |
| 6M | +15.2% | +0.6% | +14.7% | +15.0% |
| YTD | -13.1% | +11.0% | -24.1% | -14.4% |
| 1Y | -22.4% | +13.3% | -35.8% | -23.8% |
| 3Y | -35.3% | +73.4% | -108.7% | -40.6% |
| All | -33.3% | +57.0% | -90.3% | -39.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling