+28.5%
CPZ price history and return analytics
+131.9%
-103.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.5% |
| 7D | -0.4% | -1.1% | +0.7% | +0.3% |
| 30D | -3.6% | -1.0% | -2.6% | -2.9% |
| 3M | +3.8% | +3.2% | +0.6% | +1.4% |
| 6M | -5.0% | +12.5% | -17.5% | -13.0% |
| YTD | -4.1% | +14.1% | -18.2% | -13.1% |
| 1Y | -12.2% | +18.9% | -31.1% | -23.0% |
| 3Y | +20.5% | +74.1% | -53.6% | -23.1% |
| 5Y | +10.2% | +66.9% | -56.6% | -27.3% |
| All | +28.5% | +131.9% | -103.4% | -40.9% |
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 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