+32.1%
CL vs BRKR
+65.8%
-33.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +12.9% | -9.6% | +4.0% |
| 7D | +7.7% | +2.9% | +4.8% | +7.8% |
| 30D | +15.2% | -0.1% | +15.3% | +15.4% |
| 3M | +7.3% | +26.9% | -19.6% | +8.8% |
| 6M | +17.0% | +75.6% | -58.6% | +15.0% |
| YTD | +28.0% | +35.8% | -7.9% | +25.2% |
| 1Y | +32.1% | +58.6% | -26.5% | +24.5% |
| All | +32.1% | +65.8% | -33.7% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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