+35.1%
CLS vs ACI
-33.6%
+68.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -3.3% | +8.9% | +4.6% |
| 7D | +12.8% | -2.6% | +15.3% | +11.9% |
| 30D | +3.8% | +1.1% | +2.7% | +4.3% |
| 3M | -14.6% | -23.6% | +9.0% | -22.4% |
| 6M | +32.2% | -29.9% | +62.2% | +17.5% |
| YTD | +11.6% | -26.9% | +38.5% | +1.8% |
| 1Y | +35.1% | -34.2% | +69.3% | +9.0% |
| All | +35.1% | -33.6% | +68.6% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ACI 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling