-90.5%
CLB price history and return analytics
+221.8%
-312.3%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.5% |
| 7D | +3.2% | +2.4% | +0.8% | -0.2% |
| 30D | -6.6% | -1.5% | -5.1% | -4.6% |
| 3M | -26.4% | -4.1% | -22.3% | -21.9% |
| 6M | -30.5% | +0.6% | -31.0% | -31.1% |
| YTD | -43.0% | +11.0% | -54.0% | -51.7% |
| 1Y | -39.3% | +13.3% | -52.7% | -50.0% |
| 3Y | -51.3% | +73.4% | -124.7% | -77.9% |
| 5Y | -64.7% | +57.4% | -122.1% | -81.5% |
| All | -90.5% | +221.8% | -312.3% | -97.7% |
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 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