+47.7%
ADI vs CL
+6.7%
+41.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.2% |
| 7D | +2.4% | -1.4% | +3.8% | +2.2% |
| 30D | -6.6% | -5.2% | -1.4% | -7.5% |
| 3M | -9.8% | +3.3% | -13.1% | -9.9% |
| 6M | +15.7% | -4.4% | +20.0% | +14.6% |
| YTD | +35.1% | +13.9% | +21.2% | +37.8% |
| 1Y | +47.7% | +7.6% | +40.1% | +52.8% |
| All | +47.7% | +6.7% | +41.0% | +52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CL.
Daily Out/Under-Performance
Portfolio return minus CL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CL 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CL 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling