+1.8%
CLDX price history and return analytics
+69.7%
-68.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.2% | +5.4% | +5.4% |
| 7D | -0.8% | -2.3% | +1.6% | +2.2% |
| 30D | -1.8% | -5.0% | +3.1% | +4.5% |
| 3M | -28.1% | -4.9% | -23.3% | -23.7% |
| 6M | -13.1% | -1.5% | -11.6% | -12.0% |
| YTD | +10.0% | +8.5% | +1.5% | -1.5% |
| 1Y | +28.4% | +11.4% | +17.0% | +11.2% |
| 3Y | +1.8% | +70.1% | -68.3% | -53.2% |
| All | +1.8% | +69.7% | -68.0% | -53.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling