-54.5%
CSBR price history and return analytics
+355.4%
-410.0%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.7% |
| 7D | -1.7% | -0.1% | -1.5% | -1.6% |
| 30D | -1.9% | -3.1% | +1.2% | -0.7% |
| 3M | -7.6% | -3.5% | -4.1% | -6.4% |
| 6M | -21.1% | +0.5% | -21.6% | -21.4% |
| YTD | -31.3% | +10.8% | -42.0% | -34.0% |
| 1Y | -29.9% | +11.9% | -41.8% | -33.0% |
| 3Y | -14.9% | +73.0% | -87.8% | -30.7% |
| 5Y | -53.4% | +58.6% | -112.0% | -61.2% |
| 10Y | +171.4% | +219.2% | -47.8% | +90.1% |
| All | -54.5% | +355.4% | -410.0% | -76.9% |
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