-15.1%
CPRI price history and return analytics
+396.9%
-412.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -3.1% |
| 7D | +10.0% | -2.3% | +12.3% | +13.6% |
| 30D | +42.2% | -5.0% | +47.2% | +52.0% |
| 3M | +36.9% | -4.9% | +41.8% | +46.1% |
| 6M | +6.5% | -1.5% | +8.0% | +7.7% |
| YTD | -15.8% | +8.5% | -24.3% | -26.1% |
| 1Y | -4.5% | +11.4% | -15.8% | -19.4% |
| 3Y | -59.5% | +70.1% | -129.5% | -81.1% |
| 5Y | -68.5% | +53.7% | -122.3% | -82.3% |
| 10Y | -58.2% | +220.0% | -278.1% | -89.0% |
| All | -15.1% | +396.9% | -412.0% | -84.9% |
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