-29.6%
CLS vs ACWI
+14.9%
-44.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | +1.7% | -10.7% | -14.1% |
| 7D | -21.1% | -0.5% | -20.7% | -20.2% |
| 30D | -38.2% | -1.6% | -36.6% | -34.6% |
| 3M | -36.3% | -1.3% | -35.0% | -32.7% |
| 6M | -43.8% | +5.8% | -49.7% | -50.5% |
| YTD | -20.0% | +12.7% | -32.8% | -43.3% |
| 1Y | -29.6% | +15.0% | -44.6% | -53.8% |
| All | -29.6% | +14.9% | -44.5% | -53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling