+19.9%
CADL price history and return analytics
+66.1%
-46.3%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -0.6% | -8.4% | -8.2% |
| 7D | +4.4% | +2.9% | +1.5% | +0.8% |
| 30D | -9.5% | -2.5% | -7.0% | -5.7% |
| 3M | -21.4% | -3.3% | -18.1% | -17.1% |
| 6M | -3.8% | +1.5% | -5.3% | -4.3% |
| YTD | +48.5% | +11.4% | +37.1% | +32.4% |
| 1Y | +70.5% | +11.9% | +58.6% | +51.5% |
| 3Y | +829.1% | +73.9% | +755.2% | +413.8% |
| 5Y | -24.0% | +57.9% | -81.9% | -43.8% |
| All | +19.9% | +66.1% | -46.3% | -34.7% |
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