-66.5%
CPRI price history and return analytics
+57.0%
-123.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.3% | +5.6% | +5.8% |
| 7D | +4.5% | +2.4% | +2.1% | +0.6% |
| 30D | +42.9% | -1.5% | +44.4% | +44.9% |
| 3M | +37.6% | -4.1% | +41.7% | +45.8% |
| 6M | +24.9% | +0.6% | +24.4% | +21.8% |
| YTD | -12.0% | +11.0% | -23.1% | -27.4% |
| 1Y | -0.7% | +13.3% | -14.1% | -20.9% |
| 3Y | -54.2% | +73.4% | -127.6% | -81.8% |
| All | -66.5% | +57.0% | -123.5% | -83.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling