+1,683.1%
CSL price history and return analytics
+363.9%
+1,319.2%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.7% | +1.3% | +1.4% |
| 7D | +15.5% | -0.3% | +15.8% | +15.8% |
| 30D | +20.5% | -1.4% | +21.9% | +22.0% |
| 3M | +3.6% | -1.4% | +5.0% | +5.0% |
| 6M | +16.0% | +5.5% | +10.5% | +10.8% |
| YTD | +25.9% | +12.8% | +13.0% | +12.9% |
| 1Y | +23.6% | +15.4% | +8.2% | +8.6% |
| 3Y | +52.4% | +76.9% | -24.4% | -9.0% |
| 5Y | +83.3% | +60.4% | +22.9% | +19.8% |
| 10Y | +331.2% | +232.8% | +98.4% | +48.4% |
| All | +1,683.1% | +363.9% | +1,319.2% | +365.1% |
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