Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • CBRS vs CLS✓SelectedUSD · CLSCBRS vs CLS performance historyLatest closeAs of+10.30%09/04
Stock and ETF performance explorer

CBRS vs CLS

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-32.5%
CLS return
-15.5%
Excess return
-17.0%
Maximum drawdown
-45.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioCLSExcessAlpha
1D+10.3%+0.8%+9.5%+9.9%
7D+17.3%+4.6%+12.7%+14.6%
30D-2.0%-13.9%+11.9%+4.3%
3M-2.5%-26.6%+24.1%+2.4%
All-32.5%-15.5%-17.0%-30.6%

Cumulative growth

Daily Returns

Daily percentage return beside CLS.

Daily Out/Under-Performance

Portfolio return minus CLS return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × CLS 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 CLS 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 · Available span rolling