-90.2%
CLB price history and return analytics
+223.7%
-313.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.6% | -0.5% | -1.5% |
| 7D | -11.4% | +0.4% | -11.8% | -11.8% |
| 30D | -10.5% | -2.6% | -7.9% | -7.1% |
| 3M | -20.4% | -3.2% | -17.1% | -16.6% |
| 6M | -31.1% | +0.9% | -32.1% | -32.1% |
| YTD | -43.5% | +11.3% | -54.9% | -52.3% |
| 1Y | -41.0% | +14.0% | -55.0% | -51.9% |
| 3Y | -53.4% | +75.8% | -129.3% | -79.2% |
| 5Y | -68.2% | +57.8% | -126.1% | -83.4% |
| 10Y | -90.2% | +219.8% | -310.0% | -97.6% |
| All | -90.2% | +223.7% | -313.9% | -97.6% |
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 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