+35.8%
CL vs MNDY
-55.0%
+90.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.2% | +0.6% | +1.8% |
| 7D | +3.2% | -11.3% | +14.5% | +3.2% |
| 30D | +8.0% | -10.8% | +18.9% | +8.0% |
| 3M | +7.9% | -17.3% | +25.1% | +7.8% |
| 6M | +14.7% | +15.2% | -0.5% | +15.1% |
| YTD | +29.2% | -47.1% | +76.3% | +28.7% |
| 1Y | +29.5% | -51.4% | +81.0% | +29.0% |
| 3Y | +40.7% | -49.6% | +90.3% | +40.0% |
| 5Y | +43.9% | -78.6% | +122.4% | +39.6% |
| All | +35.8% | -55.0% | +90.8% | +37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 10y: compounded portfolio wealth divided by compounded MNDY 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…
10y analysis · Full analysis span regression · 6 months rolling