+41.3%
CL vs TECH
-41.4%
+82.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -0.8% | +0.2% | -1.0% | -0.8% |
| 30D | +9.5% | +0.5% | +9.0% | +9.4% |
| 3M | +6.6% | +1.0% | +5.7% | +6.6% |
| 6M | +13.2% | +54.1% | -40.8% | +10.6% |
| YTD | +26.9% | +24.4% | +2.5% | +24.9% |
| 1Y | +27.6% | +19.3% | +8.3% | +26.0% |
| 3Y | +39.1% | +28.5% | +10.6% | +34.1% |
| 5Y | +41.3% | -41.0% | +82.3% | +45.3% |
| All | +41.3% | -41.4% | +82.7% | +45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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