-97.7%
CDLX price history and return analytics
+74.2%
-171.9%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.2% | -0.6% | +14.8% | +15.7% |
| 7D | +14.8% | -0.1% | +14.9% | +14.7% |
| 30D | +12.4% | -0.7% | +13.0% | +13.9% |
| 3M | -10.3% | +4.0% | -14.3% | -19.0% |
| 6M | -42.1% | +12.3% | -54.4% | -58.1% |
| YTD | -62.9% | +14.0% | -76.9% | -74.5% |
| 1Y | -56.4% | +20.3% | -76.7% | -72.9% |
| All | -97.7% | +74.2% | -171.9% | -99.6% |
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