-51.8%
CLB price history and return analytics
+74.5%
-126.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.5% |
| 7D | +1.0% | +2.9% | -1.9% | -2.7% |
| 30D | -11.2% | -2.5% | -8.7% | -8.1% |
| 3M | -27.5% | -3.3% | -24.2% | -24.2% |
| 6M | -31.5% | +1.5% | -33.0% | -32.8% |
| YTD | -43.6% | +11.4% | -55.0% | -52.1% |
| 1Y | -41.5% | +11.9% | -53.4% | -50.7% |
| All | -51.8% | +74.5% | -126.4% | -80.5% |
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