+2,344.7%
CL vs VIAV
+2,964.2%
-619.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.7% | -5.1% | -1.6% |
| 7D | -2.2% | -4.6% | +2.4% | -2.0% |
| 30D | -4.8% | -10.4% | +5.6% | -4.5% |
| 3M | +4.9% | -34.5% | +39.4% | +6.5% |
| 6M | -5.7% | +7.0% | -12.7% | -7.1% |
| YTD | +14.4% | +95.6% | -81.2% | +8.9% |
| 1Y | +8.7% | +197.2% | -188.4% | +1.0% |
| 3Y | +30.0% | +232.0% | -202.0% | +19.0% |
| 5Y | +28.4% | +102.2% | -73.8% | +20.1% |
| 10Y | +50.1% | +344.6% | -294.6% | +33.5% |
| All | +2,344.7% | +2,964.2% | -619.4% | +1,676.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 all: compounded portfolio wealth divided by compounded VIAV 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…
all analysis · Full analysis span regression · 6 months rolling