+53.9%
CLDT price history and return analytics
+387.1%
-333.2%
-83.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.6% | -0.2% | -0.6% |
| 7D | +5.8% | +0.4% | +5.4% | +5.0% |
| 30D | +16.7% | -2.6% | +19.3% | +20.0% |
| 3M | +27.1% | -3.2% | +30.3% | +31.5% |
| 6M | +62.5% | +0.9% | +61.6% | +59.1% |
| YTD | +139.8% | +11.3% | +128.5% | +107.9% |
| 1Y | +149.9% | +14.0% | +135.9% | +110.5% |
| 3Y | +89.4% | +75.8% | +13.5% | -4.4% |
| 5Y | +36.4% | +57.8% | -21.5% | -21.1% |
| 10Y | +23.8% | +219.8% | -196.0% | -62.9% |
| All | +53.9% | +387.1% | -333.2% | -68.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling