+1,751.5%
CLS vs ACWI
+226.8%
+1,524.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +2.6% | +5.2% | +3.7% |
| 7D | -10.6% | +0.3% | -10.9% | -10.7% |
| 30D | -38.4% | -2.8% | -35.6% | -34.9% |
| 3M | -29.9% | -3.2% | -26.7% | -25.0% |
| 6M | -40.6% | +1.3% | -41.9% | -39.7% |
| YTD | -24.6% | +11.2% | -35.8% | -32.7% |
| 1Y | -30.8% | +13.8% | -44.6% | -39.6% |
| 3Y | +811.7% | +76.2% | +735.5% | +369.9% |
| 5Y | +1,838.4% | +59.5% | +1,779.0% | +1,053.3% |
| 10Y | +1,751.5% | +222.2% | +1,529.3% | +392.1% |
| All | +1,751.5% | +226.8% | +1,524.6% | +392.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling