-55.2%
CLPR price history and return analytics
+201.1%
-256.2%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.1% | +3.2% | +3.3% |
| 7D | +0.3% | -0.7% | +1.0% | +0.8% |
| 30D | +7.1% | -1.7% | +8.8% | +8.6% |
| 3M | +18.1% | -2.3% | +20.4% | +20.2% |
| 6M | +18.1% | +1.5% | +16.5% | +15.4% |
| YTD | -4.1% | +12.0% | -16.2% | -15.2% |
| 1Y | -0.6% | +12.9% | -13.5% | -12.8% |
| 3Y | -9.6% | +74.9% | -84.6% | -48.3% |
| 5Y | -45.9% | +59.9% | -105.8% | -66.4% |
| All | -55.2% | +201.1% | -256.2% | -85.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling