+135.3%
CLM price history and return analytics
+346.0%
-210.7%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | -0.2% | -2.3% | +2.2% | +1.6% |
| 30D | -5.9% | -5.0% | -1.0% | -2.2% |
| 3M | -15.1% | -4.9% | -10.2% | -11.8% |
| 6M | -13.6% | -1.5% | -12.0% | -12.6% |
| YTD | -15.5% | +8.5% | -24.0% | -20.6% |
| 1Y | -11.5% | +11.4% | -22.9% | -18.5% |
| 3Y | +48.3% | +70.1% | -21.8% | -1.1% |
| 5Y | +7.6% | +53.7% | -46.1% | -23.0% |
| 10Y | +172.7% | +220.0% | -47.3% | +15.4% |
| All | +135.3% | +346.0% | -210.7% | -20.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling