+55.3%
CSCL price history and return analytics
+22.1%
+33.2%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.3% | -4.1% | -11.3% | -7.1% |
| 7D | -23.3% | -4.2% | -19.1% | -15.5% |
| 30D | -35.8% | -5.8% | -30.0% | -26.9% |
| 3M | -41.6% | -5.2% | -36.4% | -34.3% |
| 6M | -8.9% | +0.1% | -9.1% | -5.6% |
| YTD | +28.9% | +8.2% | +20.6% | +20.6% |
| 1Y | +43.5% | +10.1% | +33.4% | +29.8% |
| All | +55.3% | +22.1% | +33.2% | +10.4% |
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