-3.6%
CUE price history and return analytics
+13.3%
-16.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | 0.0% | +7.4% | +7.3% |
| 7D | +13.9% | -1.6% | +15.5% | +19.3% |
| 30D | -18.4% | -2.5% | -15.9% | -11.8% |
| 3M | -22.4% | -1.3% | -21.1% | -20.0% |
| 6M | -31.4% | +3.1% | -34.5% | -37.2% |
| YTD | +128.0% | +10.9% | +117.0% | +70.5% |
| All | -3.6% | +13.3% | -16.8% | -31.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling