+2,612.7%
CL vs VIAV
+2,711.0%
-98.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +12.3% | -10.9% | +0.9% |
| 7D | +0.5% | +15.0% | -14.5% | -0.2% |
| 30D | +11.6% | -29.7% | +41.2% | +13.0% |
| 3M | +5.6% | -18.3% | +23.9% | +5.9% |
| 6M | +13.2% | -37.6% | +50.7% | +14.4% |
| YTD | +26.9% | +79.5% | -52.5% | +20.7% |
| 1Y | +27.3% | +79.6% | -52.2% | +21.0% |
| 3Y | +39.7% | +310.0% | -270.3% | +25.7% |
| 5Y | +41.3% | +105.9% | -64.6% | +31.3% |
| 10Y | +76.3% | +309.0% | -232.7% | +56.6% |
| All | +2,612.7% | +2,711.0% | -98.4% | +1,868.4% |
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