+29.6%
CL vs UUUU
+99.2%
-69.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.4% |
| 7D | -1.4% | +2.8% | -4.2% | -1.3% |
| 30D | -5.2% | +3.4% | -8.6% | -5.1% |
| 3M | +3.3% | -3.9% | +7.2% | +3.5% |
| 6M | -4.4% | -23.2% | +18.8% | -4.5% |
| YTD | +13.9% | +0.6% | +13.4% | +14.8% |
| 1Y | +7.6% | +22.9% | -15.2% | +9.6% |
| 3Y | +29.6% | +98.6% | -69.1% | +34.1% |
| All | +29.6% | +99.2% | -69.6% | +34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 3y: compounded portfolio wealth divided by compounded UUUU 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…
3y analysis · Full analysis span regression · 6 months rolling