-61.3%
CLDX price history and return analytics
+222.7%
-284.0%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.6% | -4.8% | -4.7% |
| 7D | +0.9% | +2.9% | -2.0% | -2.0% |
| 30D | +1.0% | -2.5% | +3.5% | +3.9% |
| 3M | -36.4% | -3.3% | -33.1% | -34.1% |
| 6M | -10.8% | +1.5% | -12.4% | -12.5% |
| YTD | +5.0% | +11.4% | -6.3% | -6.1% |
| 1Y | +17.6% | +11.9% | +5.7% | +4.7% |
| 3Y | +5.9% | +73.9% | -68.0% | -39.3% |
| 5Y | -32.0% | +57.9% | -89.9% | -57.0% |
| All | -61.3% | +222.7% | -284.0% | -91.1% |
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