-98.8%
CDLX price history and return analytics
+157.8%
-256.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.1% | -1.2% |
| 7D | -24.7% | -0.7% | -24.0% | -24.4% |
| 30D | -26.3% | -1.7% | -24.6% | -24.9% |
| 3M | -56.7% | -2.3% | -54.4% | -55.3% |
| 6M | -74.7% | +1.5% | -76.2% | -76.0% |
| YTD | -85.7% | +12.0% | -97.7% | -89.2% |
| 1Y | -88.8% | +12.9% | -101.6% | -91.6% |
| 3Y | -97.3% | +74.9% | -172.2% | -99.2% |
| 5Y | -99.8% | +59.9% | -159.7% | -99.9% |
| All | -98.8% | +157.8% | -256.5% | -99.7% |
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