+2,005.0%
CLS vs ACWI
+61.3%
+1,943.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +1.2% | +7.3% | +6.2% |
| 7D | +2.8% | -0.7% | +3.4% | +5.1% |
| 30D | -30.1% | -2.0% | -28.1% | -26.2% |
| 3M | -21.7% | -2.2% | -19.6% | -16.6% |
| 6M | -36.2% | +1.9% | -38.1% | -35.9% |
| YTD | -17.8% | +12.0% | -29.8% | -29.9% |
| 1Y | -26.8% | +12.5% | -39.3% | -37.3% |
| 3Y | +853.4% | +75.4% | +778.0% | +336.6% |
| 5Y | +2,005.0% | +61.5% | +1,943.5% | +977.0% |
| All | +2,005.0% | +61.3% | +1,943.7% | +977.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling