-65.1%
CLB price history and return analytics
+58.5%
-123.6%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.4% |
| 7D | +1.0% | +2.9% | -1.9% | -2.5% |
| 30D | -11.2% | -2.5% | -8.7% | -8.3% |
| 3M | -27.5% | -3.3% | -24.2% | -24.4% |
| 6M | -31.5% | +1.5% | -33.0% | -32.7% |
| YTD | -43.6% | +11.4% | -55.0% | -51.4% |
| 1Y | -41.5% | +11.9% | -53.4% | -49.8% |
| 3Y | -53.1% | +73.9% | -127.0% | -76.3% |
| 5Y | -65.1% | +57.9% | -123.0% | -80.2% |
| All | -65.1% | +58.5% | -123.6% | -80.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling