-60.0%
CPIX price history and return analytics
+465.6%
-525.6%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +4.0% | +4.1% |
| 7D | +11.3% | -2.3% | +13.6% | +12.1% |
| 30D | -24.2% | -5.0% | -19.3% | -23.0% |
| 3M | -32.0% | -4.9% | -27.2% | -30.9% |
| 6M | +54.0% | -1.5% | +55.6% | +54.5% |
| YTD | +69.1% | +8.5% | +60.7% | +62.9% |
| 1Y | +207.4% | +11.4% | +196.0% | +192.9% |
| 3Y | +241.7% | +70.1% | +171.6% | +176.3% |
| 5Y | +151.2% | +53.7% | +97.4% | +110.2% |
| 10Y | +35.4% | +220.0% | -184.5% | -19.3% |
| All | -60.0% | +465.6% | -525.6% | -84.7% |
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 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