-22.3%
CLW price history and return analytics
+12.5%
-34.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.5% | +5.6% | +5.5% |
| 7D | +3.7% | -0.1% | +3.8% | +3.6% |
| 30D | -26.8% | -3.1% | -23.7% | -25.0% |
| 3M | -39.2% | -3.5% | -35.7% | -37.4% |
| 6M | +1.6% | +0.5% | +1.1% | +0.1% |
| YTD | -20.2% | +10.8% | -31.0% | -30.1% |
| 1Y | -22.3% | +11.9% | -34.2% | -32.5% |
| All | -22.3% | +12.5% | -34.8% | -32.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling