+118.0%
CLSE price history and return analytics
+72.5%
+45.5%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | 0.0% | +0.5% |
| 7D | -1.5% | -0.7% | -0.8% | -1.1% |
| 30D | -7.0% | -1.7% | -5.2% | -6.0% |
| 3M | -4.0% | -2.3% | -1.7% | -2.8% |
| 6M | -3.0% | +1.5% | -4.5% | -4.0% |
| YTD | +17.2% | +12.0% | +5.2% | +9.5% |
| 1Y | +19.3% | +12.9% | +6.4% | +11.0% |
| 3Y | +93.9% | +74.9% | +18.9% | +42.9% |
| All | +118.0% | +72.5% | +45.5% | +61.2% |
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