+31.4%
CL vs ACWI
+10.7%
+20.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.8% | +3.7% | -0.3% |
| 7D | +5.9% | -4.0% | +10.0% | +5.6% |
| 30D | +13.8% | -5.8% | +19.6% | +13.3% |
| 3M | +6.4% | -5.0% | +11.4% | +6.0% |
| 6M | +15.6% | +0.7% | +14.9% | +14.6% |
| YTD | +27.9% | +8.4% | +19.5% | +25.6% |
| 1Y | +31.4% | +10.1% | +21.3% | +29.7% |
| All | +31.4% | +10.7% | +20.7% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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 · 6 months rolling