-32.1%
CLDX price history and return analytics
+59.8%
-91.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.8% | -3.2% |
| 7D | +0.7% | -0.7% | +1.4% | +1.8% |
| 30D | +2.4% | -1.7% | +4.2% | +5.0% |
| 3M | -32.0% | -2.3% | -29.7% | -29.9% |
| 6M | -6.6% | +1.5% | -8.1% | -9.1% |
| YTD | +11.0% | +12.0% | -1.0% | -5.7% |
| 1Y | +23.7% | +12.9% | +10.8% | +4.1% |
| 3Y | +11.9% | +74.9% | -63.0% | -49.7% |
| 5Y | -32.1% | +59.9% | -92.0% | -63.3% |
| All | -32.1% | +59.8% | -91.9% | -63.3% |
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 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