-47.6%
CLRO price history and return analytics
+53.2%
-100.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -4.1% | -5.1% | -7.1% |
| 7D | -9.2% | -4.2% | -5.0% | -6.8% |
| 30D | +12.1% | -5.8% | +17.9% | +16.1% |
| 3M | +23.4% | -5.2% | +28.6% | +27.1% |
| 6M | +28.2% | +0.1% | +28.1% | +28.0% |
| YTD | -10.8% | +8.2% | -19.0% | -15.6% |
| 1Y | -12.9% | +10.1% | -23.0% | -18.1% |
| 3Y | -34.1% | +69.7% | -103.8% | -50.8% |
| 5Y | -47.6% | +53.4% | -100.9% | -54.5% |
| All | -47.6% | +53.2% | -100.8% | -54.5% |
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