+14.9%
CL vs VIK
+243.7%
-228.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.7% | +1.8% |
| 7D | +3.2% | +2.7% | +0.5% | +3.1% |
| 30D | +8.0% | +8.8% | -0.8% | +7.6% |
| 3M | +7.9% | -15.3% | +23.2% | +8.5% |
| 6M | +14.7% | +9.4% | +5.4% | +14.1% |
| YTD | +29.2% | +25.9% | +3.3% | +28.0% |
| 1Y | +29.5% | +51.0% | -21.5% | +28.0% |
| All | +14.9% | +243.7% | -228.8% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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