+22.1%
CLDT vs SPY
+311.8%
-289.6%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | -1.0% |
| 7D | +9.5% | -0.9% | +10.4% | +10.4% |
| 30D | +19.8% | -2.4% | +22.1% | +22.9% |
| 3M | +32.7% | -1.2% | +33.9% | +33.9% |
| 6M | +68.5% | +3.3% | +65.2% | +60.0% |
| YTD | +147.6% | +12.3% | +135.3% | +111.1% |
| 1Y | +151.2% | +12.4% | +138.8% | +113.6% |
| 3Y | +94.1% | +78.8% | +15.3% | -9.8% |
| 5Y | +45.4% | +75.2% | -29.8% | -30.7% |
| 10Y | +22.1% | +311.1% | -289.0% | -75.2% |
| All | +22.1% | +311.8% | -289.6% | -75.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 10y: compounded portfolio wealth divided by compounded SPY 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…
10y analysis · Full analysis span regression · 6 months rolling