-100.0%
CLRB price history and return analytics
+346.0%
-446.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +0.2% | +8.5% | +8.6% |
| 7D | +3.3% | -2.3% | +5.6% | +4.8% |
| 30D | -17.2% | -5.0% | -12.3% | -14.4% |
| 3M | -50.4% | -4.9% | -45.5% | -48.9% |
| 6M | -64.6% | -1.5% | -63.0% | -64.1% |
| YTD | -57.6% | +8.5% | -66.1% | -59.3% |
| 1Y | -63.6% | +11.4% | -74.9% | -65.4% |
| 3Y | -98.3% | +70.1% | -168.4% | -98.7% |
| 5Y | -99.6% | +53.7% | -153.3% | -99.6% |
| 10Y | -100.0% | +220.0% | -319.9% | -100.0% |
| All | -100.0% | +346.0% | -446.0% | -100.0% |
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