-71.9%
CTMX price history and return analytics
+57.0%
-128.9%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.4% |
| 7D | -6.8% | +2.4% | -9.2% | -10.3% |
| 30D | -8.5% | -1.5% | -7.0% | -6.4% |
| 3M | -39.1% | -4.1% | -35.0% | -35.1% |
| 6M | -46.2% | +0.6% | -46.7% | -46.7% |
| YTD | -52.1% | +11.0% | -63.1% | -58.5% |
| 1Y | -47.2% | +13.3% | -60.5% | -55.5% |
| 3Y | +65.9% | +73.4% | -7.5% | -14.6% |
| All | -71.9% | +57.0% | -128.9% | -84.8% |
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