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Stock and ETF performance explorer

CPRI price history and return analytics

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-73.4%
VT return
+221.4%
Excess return
-294.8%
Maximum drawdown
-90.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 10y.

Portfolio and benchmark returns by period
PeriodPortfolioVTExcessAlpha
1D-3.4%-0.5%-2.9%-2.6%
7D+2.4%+1.0%+1.4%+0.8%
30D-14.4%-0.2%-14.2%-14.1%
3M-32.4%+4.5%-36.9%-37.3%
6M-27.0%+14.1%-41.1%-41.8%
YTD-46.3%+14.8%-61.1%-57.5%
1Y-36.0%+21.2%-57.2%-53.6%
3Y-75.2%+76.6%-151.7%-90.3%
5Y-76.4%+66.6%-143.0%-89.3%
10Y-73.4%+222.3%-295.6%-94.8%
All-73.4%+221.4%-294.8%-94.8%

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