+967.8%
CADL price history and return analytics
+76.6%
+891.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -0.8% |
| 7D | -1.9% | +1.0% | -3.0% | -3.2% |
| 30D | +19.0% | -0.2% | +19.2% | +19.6% |
| 3M | +48.2% | +4.5% | +43.7% | +41.0% |
| 6M | +155.1% | +14.1% | +141.0% | +120.0% |
| YTD | +123.0% | +14.8% | +108.2% | +91.7% |
| 1Y | +147.1% | +21.2% | +125.9% | +102.0% |
| 3Y | +967.8% | +76.6% | +891.2% | +811.6% |
| All | +967.8% | +76.6% | +891.2% | +811.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling