Investor Corient Capital Partners, LLC

Investor Performance

Corient Capital Partners, LLC investor performance is calculated on a quarterly basis. To calculate this, we calculate the cost basis of added positions in each quarter and use that to calculate the total profit and returns for each quarter. In addition to quarterly performance, we show annualized performance and the institution's (Corient Capital Partners, LLC) Internal Rate of Return (IRR). The IRR is equivalent to the Compound Annualized Growth Rate (CAGR).

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Reporting
Period		 Starting
Portfolio Value		 Ending
Portfolio Value		 Change in
Portfolio Value		 Value of
Bought/Sold		 Gross
Profit (Loss)		 Quarterly
Return %
2022-09-30 1,318,316 1,335,478
2022-06-30 1,513,170 1,317,740
2022-03-31 1,507,718 1,494,133
2021-12-31 1,366,129 1,507,718
2021-09-30 1,368,168 1,349,239
2021-06-30 1,167,955 1,353,100
2021-03-31 1,000,183 1,155,903
2020-12-31 869,982 990,565
2020-09-30 820,189 862,401
2020-06-30 634,269 812,728
2020-03-31 787,000 629,280
2019-12-31 706,150 781,946
2019-09-30 652,069 701,660
2019-06-30 615,663 649,084
2019-03-31 561,445 612,493
2018-12-31 601,106 559,741
2018-09-30 573,126 599,885
2018-06-30 542,124 571,985
2018-03-31 587,739 541,360
2017-12-31 528,844 586,936
2017-09-30 652,426 528,101
2017-06-30 645,842 644,621
2017-03-31 566,318 638,877
2016-12-31 540,039 564,686
2016-09-30 539,823