+246.4%
CWBC price history and return analytics
+346.0%
-99.6%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | +1.2% | -2.3% | +3.5% | +2.1% |
| 30D | +0.1% | -5.0% | +5.1% | +2.1% |
| 3M | +3.2% | -4.9% | +8.1% | +5.2% |
| 6M | +9.2% | -1.5% | +10.7% | +9.7% |
| YTD | +17.6% | +8.5% | +9.2% | +13.7% |
| 1Y | +23.5% | +11.4% | +12.1% | +18.1% |
| 3Y | +68.4% | +70.1% | -1.7% | +38.0% |
| 5Y | +35.7% | +53.7% | -18.1% | +14.7% |
| 10Y | +130.7% | +220.0% | -89.3% | +67.5% |
| All | +246.4% | +346.0% | -99.6% | +133.0% |
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