-23.4%
CALX price history and return analytics
+63.7%
-87.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +2.7% |
| 7D | -5.8% | -2.0% | -3.8% | -2.9% |
| 30D | -11.8% | -1.4% | -10.4% | -10.0% |
| 3M | -9.5% | +4.7% | -14.2% | -15.8% |
| 6M | -31.5% | +11.4% | -42.9% | -42.7% |
| YTD | -34.0% | +13.1% | -47.1% | -46.1% |
| 1Y | -44.6% | +19.0% | -63.6% | -58.3% |
| 3Y | -24.5% | +73.9% | -98.5% | -69.5% |
| 5Y | -23.4% | +65.4% | -88.8% | -61.0% |
| All | -23.4% | +63.7% | -87.1% | -61.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling