+441.9%
CLMB price history and return analytics
+57.0%
+384.8%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -3.0% | -3.1% |
| 7D | +5.0% | +2.4% | +2.6% | +3.0% |
| 30D | +26.2% | -1.5% | +27.7% | +27.8% |
| 3M | +46.3% | -4.1% | +50.4% | +51.4% |
| 6M | +117.4% | +0.6% | +116.8% | +115.6% |
| YTD | +62.2% | +11.0% | +51.1% | +47.2% |
| 1Y | +50.8% | +13.3% | +37.5% | +34.6% |
| 3Y | +284.6% | +73.4% | +211.2% | +156.4% |
| All | +441.9% | +57.0% | +384.8% | +298.4% |
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