+11.3%
CL vs VIK
+234.5%
-223.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.5% | -3.7% | -2.2% |
| 7D | +1.3% | 0.0% | +1.3% | +1.3% |
| 30D | +11.4% | +7.7% | +3.7% | +11.0% |
| 3M | +4.4% | -17.6% | +22.0% | +5.2% |
| 6M | +10.8% | +1.7% | +9.1% | +10.5% |
| YTD | +25.1% | +22.5% | +2.6% | +24.2% |
| 1Y | +28.0% | +52.6% | -24.7% | +26.5% |
| All | +11.3% | +234.5% | -223.2% | +8.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling