+28.1%
CL vs MNDY
-78.2%
+106.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -8.1% | +7.7% | -0.4% |
| 7D | -1.4% | -13.3% | +11.9% | -1.4% |
| 30D | -5.2% | -10.2% | +4.9% | -5.2% |
| 3M | +3.3% | -0.1% | +3.4% | +3.3% |
| 6M | -4.4% | +6.3% | -10.7% | -4.2% |
| YTD | +13.9% | -43.3% | +57.2% | +13.5% |
| 1Y | +7.6% | -56.1% | +63.8% | +7.2% |
| 3Y | +29.6% | -51.1% | +80.7% | +28.8% |
| 5Y | +28.1% | -78.5% | +106.6% | +23.7% |
| All | +28.1% | -78.2% | +106.2% | +23.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling