+634.9%
CLMT price history and return analytics
+63.7%
+571.2%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +2.1% |
| 7D | +5.5% | -2.0% | +7.5% | +7.4% |
| 30D | +22.6% | -1.4% | +24.0% | +24.0% |
| 3M | +62.9% | +4.7% | +58.2% | +54.9% |
| 6M | +95.6% | +11.4% | +84.3% | +73.6% |
| YTD | +184.0% | +13.1% | +171.0% | +147.1% |
| 1Y | +219.6% | +19.0% | +200.6% | +162.9% |
| 3Y | +186.5% | +73.9% | +112.6% | +65.9% |
| 5Y | +634.9% | +65.4% | +569.5% | +333.2% |
| All | +634.9% | +63.7% | +571.2% | +333.2% |
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