-96.9%
CLDI price history and return analytics
+12.5%
-109.4%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.5% | -6.2% | -5.7% |
| 7D | -8.7% | -0.1% | -8.5% | -8.5% |
| 30D | -33.6% | -3.1% | -30.5% | -28.7% |
| 3M | -58.0% | -3.5% | -54.5% | -54.6% |
| 6M | -79.7% | +0.5% | -80.2% | -80.1% |
| YTD | -96.3% | +10.8% | -107.1% | -96.9% |
| 1Y | -96.9% | +11.9% | -108.8% | -97.4% |
| All | -96.9% | +12.5% | -109.4% | -97.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling