+170.3%
CLM price history and return analytics
+223.7%
-53.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.6% | -0.3% | 0.0% |
| 7D | +2.5% | +0.4% | +2.1% | +2.2% |
| 30D | -5.2% | -2.6% | -2.6% | -2.9% |
| 3M | -14.3% | -3.2% | -11.0% | -11.7% |
| 6M | -11.7% | +0.9% | -12.6% | -12.5% |
| YTD | -13.5% | +11.3% | -24.8% | -21.7% |
| 1Y | -8.9% | +14.0% | -22.9% | -19.3% |
| 3Y | +49.1% | +75.8% | -26.8% | -11.7% |
| 5Y | +7.6% | +57.8% | -50.2% | -30.0% |
| 10Y | +170.3% | +219.8% | -49.5% | -2.6% |
| All | +170.3% | +223.7% | -53.4% | -2.6% |
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