+1,191.8%
CPK price history and return analytics
+355.4%
+836.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.2% |
| 7D | +2.0% | -0.1% | +2.1% | +1.9% |
| 30D | +10.2% | -3.1% | +13.3% | +12.3% |
| 3M | +7.0% | -3.5% | +10.5% | +9.3% |
| 6M | +12.7% | +0.5% | +12.2% | +11.3% |
| YTD | +14.8% | +10.8% | +4.0% | +5.4% |
| 1Y | +7.8% | +11.9% | -4.1% | -1.8% |
| 3Y | +73.4% | +73.0% | +0.5% | +14.2% |
| 5Y | +17.8% | +58.6% | -40.8% | -18.9% |
| 10Y | +178.5% | +219.2% | -40.7% | +12.5% |
| All | +1,191.8% | +355.4% | +836.4% | +264.3% |
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 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