-11.5%
CLRO vs SPY
+2,954.7%
-2,966.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +0.3% | +10.0% | +10.2% |
| 7D | +46.9% | -2.7% | +49.6% | +48.5% |
| 30D | +21.9% | -5.4% | +27.3% | +25.0% |
| 3M | -48.9% | -4.1% | -44.8% | -47.9% |
| 6M | +53.7% | +0.7% | +53.0% | +53.4% |
| YTD | -1.6% | +8.7% | -10.2% | -5.1% |
| 1Y | +0.8% | +10.9% | -10.1% | -3.4% |
| 3Y | -29.4% | +75.0% | -104.4% | -43.8% |
| 5Y | -42.1% | +67.8% | -109.9% | -53.5% |
| 10Y | -91.4% | +312.9% | -404.3% | -95.3% |
| All | -11.5% | +2,954.7% | -2,966.3% | -75.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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