+156.2%
CPK price history and return analytics
+226.9%
-70.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | 0.0% | -0.3% |
| 7D | -2.0% | -2.0% | 0.0% | -0.7% |
| 30D | -3.0% | -1.4% | -1.5% | -2.1% |
| 3M | +4.7% | +4.7% | 0.0% | +1.2% |
| 6M | +1.6% | +11.4% | -9.8% | -6.1% |
| YTD | +5.0% | +13.1% | -8.0% | -4.1% |
| 1Y | +7.2% | +19.0% | -11.8% | -5.8% |
| 3Y | +28.0% | +73.9% | -46.0% | -15.2% |
| 5Y | +11.4% | +65.4% | -53.9% | -24.3% |
| All | +156.2% | +226.9% | -70.7% | -6.3% |
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