-59.1%
CDLR price history and return analytics
+60.6%
-119.7%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.6% | +3.8% | +2.6% |
| 7D | -74.0% | +0.4% | -74.3% | -70.3% |
| 30D | -67.2% | -2.6% | -64.6% | -61.5% |
| 3M | -69.7% | -3.2% | -66.5% | -64.2% |
| 6M | -75.8% | +0.9% | -76.7% | -72.5% |
| YTD | -61.5% | +11.3% | -72.8% | -60.0% |
| 1Y | -58.1% | +14.0% | -72.1% | -57.3% |
| All | -59.1% | +60.6% | -119.7% | -68.7% |
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 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