+483.7%
CLMB price history and return analytics
+53.4%
+430.3%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.6% |
| 7D | -2.3% | -2.3% | 0.0% | -0.3% |
| 30D | +21.2% | -5.0% | +26.1% | +26.3% |
| 3M | +44.5% | -4.9% | +49.4% | +50.5% |
| 6M | +102.2% | -1.5% | +103.8% | +103.9% |
| YTD | +54.5% | +8.5% | +46.0% | +43.0% |
| 1Y | +45.1% | +11.4% | +33.7% | +31.2% |
| 3Y | +281.6% | +70.1% | +211.5% | +159.3% |
| All | +483.7% | +53.4% | +430.3% | +339.8% |
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 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