-53.5%
CLDX price history and return analytics
+224.4%
-277.8%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.8% | -2.8% |
| 7D | +0.7% | -0.7% | +1.4% | +1.6% |
| 30D | +2.4% | -1.7% | +4.2% | +4.4% |
| 3M | -32.0% | -2.3% | -29.7% | -30.3% |
| 6M | -6.6% | +1.5% | -8.1% | -8.3% |
| YTD | +11.0% | +12.0% | -1.0% | -1.4% |
| 1Y | +23.7% | +12.9% | +10.8% | +9.1% |
| 3Y | +11.9% | +74.9% | -63.0% | -36.3% |
| 5Y | -32.1% | +59.9% | -92.0% | -57.6% |
| 10Y | -53.5% | +224.6% | -278.1% | -88.7% |
| All | -53.5% | +224.4% | -277.8% | -88.7% |
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