+28.7%
CPB price history and return analytics
+346.0%
-317.3%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.4% |
| 7D | +8.0% | -2.3% | +10.3% | +8.7% |
| 30D | +22.4% | -5.0% | +27.3% | +24.2% |
| 3M | +2.5% | -4.9% | +7.4% | +3.9% |
| 6M | +12.2% | -1.5% | +13.8% | +12.3% |
| YTD | -12.8% | +8.5% | -21.3% | -15.5% |
| 1Y | -19.2% | +11.4% | -30.5% | -22.4% |
| 3Y | -35.6% | +70.1% | -105.6% | -46.4% |
| 5Y | -31.4% | +53.7% | -85.2% | -41.6% |
| 10Y | -37.9% | +220.0% | -257.9% | -60.2% |
| All | +28.7% | +346.0% | -317.3% | -29.2% |
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