+167.3%
CPK price history and return analytics
+221.8%
-54.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.2% | +0.1% |
| 7D | -0.1% | +2.4% | -2.5% | -1.6% |
| 30D | +8.1% | -1.5% | +9.6% | +8.9% |
| 3M | +4.1% | -4.1% | +8.2% | +6.6% |
| 6M | +12.1% | +0.6% | +11.6% | +10.9% |
| YTD | +14.2% | +11.0% | +3.2% | +5.2% |
| 1Y | +7.0% | +13.3% | -6.4% | -2.9% |
| 3Y | +64.6% | +73.4% | -8.8% | +8.9% |
| 5Y | +17.2% | +57.4% | -40.2% | -17.5% |
| All | +167.3% | +221.8% | -54.5% | -2.6% |
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