-100.0%
CLDI price history and return analytics
+57.4%
-157.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.6% | +2.1% | +2.7% |
| 7D | +11.4% | +0.4% | +11.0% | +11.2% |
| 30D | -28.8% | -2.6% | -26.2% | -27.2% |
| 3M | -54.8% | -3.2% | -51.5% | -53.5% |
| 6M | -78.3% | +0.9% | -79.2% | -78.3% |
| YTD | -96.1% | +11.3% | -107.4% | -96.3% |
| 1Y | -96.8% | +14.0% | -110.8% | -97.0% |
| 3Y | -100.0% | +75.8% | -175.8% | -100.0% |
| 5Y | -100.0% | +57.8% | -157.8% | -100.0% |
| All | -100.0% | +57.4% | -157.4% | -100.0% |
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