-44.3%
CLPR price history and return analytics
+66.2%
-110.5%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -3.3% | +0.4% | -3.8% | -3.7% |
| 30D | +21.0% | +1.0% | +20.0% | +20.1% |
| 3M | +1.0% | +2.4% | -1.4% | -1.2% |
| 6M | +9.6% | +12.0% | -2.4% | -0.7% |
| YTD | -7.9% | +15.3% | -23.2% | -18.8% |
| 1Y | -17.4% | +22.6% | -40.0% | -31.1% |
| 3Y | -28.0% | +74.7% | -102.7% | -55.2% |
| All | -44.3% | +66.2% | -110.5% | -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 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