+406.6%
CLMT price history and return analytics
+356.5%
+50.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.3% | -5.6% | -5.6% |
| 7D | -13.5% | +2.4% | -15.8% | -15.5% |
| 30D | -40.4% | -1.5% | -38.9% | -39.9% |
| 3M | -29.7% | -4.1% | -25.6% | -27.5% |
| 6M | +9.1% | +0.6% | +8.6% | +7.2% |
| YTD | +72.6% | +11.0% | +61.6% | +53.2% |
| 1Y | +87.3% | +13.3% | +74.0% | +63.1% |
| 3Y | +125.2% | +73.4% | +51.8% | +35.5% |
| 5Y | +140.7% | +57.4% | +83.3% | +57.4% |
| 10Y | +757.5% | +221.7% | +535.8% | +221.7% |
| All | +406.6% | +356.5% | +50.1% | +64.0% |
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