+83.3%
CSL price history and return analytics
+66.2%
+17.1%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | -1.2% | +0.4% | -1.7% | -1.7% |
| 30D | -8.3% | +1.0% | -9.3% | -9.2% |
| 3M | +3.1% | +2.4% | +0.8% | +0.8% |
| 6M | -8.9% | +12.0% | -20.9% | -18.7% |
| YTD | +11.1% | +15.3% | -4.2% | -4.0% |
| 1Y | -9.0% | +22.6% | -31.6% | -26.2% |
| 3Y | +35.6% | +74.7% | -39.1% | -22.3% |
| All | +83.3% | +66.2% | +17.1% | +9.9% |
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