+184.7%
CLMT price history and return analytics
+74.2%
+110.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.6% | +3.9% | +3.9% |
| 7D | +4.9% | -0.1% | +5.1% | +5.0% |
| 30D | +22.5% | -0.7% | +23.1% | +23.1% |
| 3M | +63.6% | +4.0% | +59.6% | +55.7% |
| 6M | +89.8% | +12.3% | +77.5% | +63.9% |
| YTD | +180.3% | +14.0% | +166.2% | +135.5% |
| 1Y | +213.4% | +20.3% | +193.1% | +143.3% |
| All | +184.7% | +74.2% | +110.5% | +41.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling