+490.2%
CWB price history and return analytics
+594.3%
-104.1%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.5% |
| 7D | -3.6% | -2.3% | -1.3% | -2.2% |
| 30D | -9.9% | -5.0% | -5.0% | -7.0% |
| 3M | -11.0% | -4.9% | -6.1% | -8.1% |
| 6M | -12.9% | -1.5% | -11.4% | -11.9% |
| YTD | +3.6% | +8.5% | -4.9% | -1.2% |
| 1Y | +1.3% | +11.4% | -10.1% | -4.9% |
| 3Y | +46.0% | +70.1% | -24.1% | +5.6% |
| 5Y | +13.3% | +53.7% | -40.4% | -13.4% |
| 10Y | +174.4% | +220.0% | -45.5% | +39.9% |
| All | +490.2% | +594.3% | -104.1% | +127.7% |
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