-96.9%
CDLX price history and return analytics
+160.1%
-257.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -1.5% |
| 7D | +13.5% | -2.0% | +15.5% | +18.2% |
| 30D | +8.4% | -1.4% | +9.8% | +11.5% |
| 3M | -14.5% | +4.7% | -19.2% | -22.7% |
| 6M | -41.3% | +11.4% | -52.7% | -54.3% |
| YTD | -64.1% | +13.1% | -77.1% | -73.0% |
| 1Y | -55.9% | +19.0% | -74.9% | -69.2% |
| 3Y | -97.6% | +73.9% | -171.6% | -99.2% |
| 5Y | -99.5% | +65.4% | -164.9% | -99.8% |
| All | -96.9% | +160.1% | -257.0% | -99.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling