+50.1%
CSTM price history and return analytics
+276.5%
-226.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.2% | +3.7% | +3.5% |
| 7D | -5.6% | -2.3% | -3.3% | -1.5% |
| 30D | -14.2% | -5.0% | -9.2% | -5.7% |
| 3M | -23.8% | -4.9% | -18.9% | -16.4% |
| 6M | -34.6% | -1.5% | -33.0% | -32.1% |
| YTD | +15.7% | +8.5% | +7.2% | +1.4% |
| 1Y | +41.3% | +11.4% | +30.0% | +18.2% |
| 3Y | +28.6% | +70.1% | -41.5% | -49.0% |
| 5Y | +11.3% | +53.7% | -42.5% | -45.5% |
| 10Y | +311.5% | +220.0% | +91.6% | -29.0% |
| All | +50.1% | +276.5% | -226.4% | -76.4% |
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 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