-25.0%
CLPT price history and return analytics
+66.2%
-91.2%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +1.7% |
| 7D | -5.7% | +1.0% | -6.7% | -7.7% |
| 30D | -1.1% | -0.2% | -0.9% | -0.6% |
| 3M | +5.0% | +4.5% | +0.5% | -6.0% |
| 6M | +40.5% | +14.1% | +26.4% | +7.1% |
| YTD | +2.7% | +14.8% | -12.1% | -22.0% |
| 1Y | +28.5% | +21.2% | +7.4% | -12.1% |
| 3Y | +168.1% | +76.6% | +91.6% | -5.7% |
| 5Y | -25.0% | +66.6% | -91.6% | -67.1% |
| All | -25.0% | +66.2% | -91.2% | -67.1% |
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