+3,118.4%
CLMB price history and return analytics
+374.2%
+2,744.2%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | +3.1% | +0.4% | +2.6% | +2.9% |
| 30D | +7.6% | +1.0% | +6.6% | +7.1% |
| 3M | +27.5% | +2.4% | +25.1% | +25.8% |
| 6M | +28.8% | +12.0% | +16.8% | +21.7% |
| YTD | +13.5% | +15.3% | -1.8% | +5.8% |
| 1Y | -11.1% | +22.6% | -33.7% | -19.3% |
| 3Y | +176.5% | +74.7% | +101.8% | +117.1% |
| 5Y | +349.0% | +66.1% | +282.8% | +257.8% |
| 10Y | +808.9% | +225.0% | +583.9% | +452.1% |
| All | +3,118.4% | +374.2% | +2,744.2% | +1,486.8% |
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