+1,187.3%
CPK price history and return analytics
+346.0%
+841.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.2% |
| 7D | +2.8% | -2.3% | +5.2% | +4.4% |
| 30D | +9.7% | -5.0% | +14.7% | +13.4% |
| 3M | +5.7% | -4.9% | +10.6% | +9.1% |
| 6M | +12.8% | -1.5% | +14.3% | +13.0% |
| YTD | +14.4% | +8.5% | +5.9% | +6.6% |
| 1Y | +7.7% | +11.4% | -3.6% | -1.6% |
| 3Y | +64.1% | +70.1% | -6.0% | +9.3% |
| 5Y | +14.5% | +53.7% | -39.2% | -19.4% |
| 10Y | +189.4% | +220.0% | -30.6% | +16.6% |
| All | +1,187.3% | +346.0% | +841.3% | +268.4% |
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