-49.9%
CLPR price history and return analytics
+53.2%
-103.1%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.1% | +3.2% | +2.3% |
| 7D | +4.1% | -4.2% | +8.3% | +7.5% |
| 30D | +4.8% | -5.8% | +10.6% | +9.6% |
| 3M | +24.4% | -5.2% | +29.7% | +29.4% |
| 6M | +9.7% | +0.1% | +9.6% | +8.5% |
| YTD | -5.3% | +8.2% | -13.5% | -12.5% |
| 1Y | -3.3% | +10.1% | -13.5% | -12.2% |
| 3Y | -9.4% | +69.7% | -79.1% | -42.5% |
| 5Y | -49.9% | +53.4% | -103.2% | -65.8% |
| All | -49.9% | +53.2% | -103.1% | -65.8% |
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 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