+19.4%
CLBT price history and return analytics
+105.7%
-86.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.3% | +6.2% | +6.1% |
| 7D | -7.4% | +2.4% | -9.7% | -9.2% |
| 30D | +6.5% | -1.5% | +8.0% | +7.8% |
| 3M | +6.8% | -4.1% | +10.9% | +10.6% |
| 6M | -4.7% | +0.6% | -5.3% | -5.9% |
| YTD | -36.1% | +11.0% | -47.1% | -42.7% |
| 1Y | -40.2% | +13.3% | -53.5% | -47.5% |
| 3Y | +52.9% | +73.4% | -20.5% | -11.2% |
| 5Y | +8.1% | +57.4% | -49.4% | -31.2% |
| All | +19.4% | +105.7% | -86.4% | -30.1% |
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