+376.8%
CPT price history and return analytics
+355.4%
+21.4%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.1% |
| 7D | -0.8% | -0.1% | -0.6% | -0.8% |
| 30D | +2.4% | -3.1% | +5.4% | +5.2% |
| 3M | -7.4% | -3.5% | -3.9% | -4.5% |
| 6M | -1.8% | +0.5% | -2.3% | -3.3% |
| YTD | -6.4% | +10.8% | -17.2% | -16.8% |
| 1Y | +1.6% | +11.9% | -10.3% | -10.7% |
| 3Y | +26.9% | +73.0% | -46.1% | -29.0% |
| 5Y | -27.4% | +58.6% | -86.0% | -56.2% |
| 10Y | +81.4% | +219.2% | -137.8% | -49.9% |
| All | +376.8% | +355.4% | +21.4% | -6.3% |
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