+4,081.4%
CLS vs AMCR
+106.4%
+3,974.9%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-07.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | +4.6% | -1.9% | +6.4% | +5.1% |
| 30D | -13.9% | -4.1% | -9.8% | -12.9% |
| 3M | -26.6% | +21.7% | -48.2% | -32.2% |
| 6M | +15.4% | +1.5% | +13.9% | +13.4% |
| YTD | +5.7% | +13.1% | -7.5% | -1.1% |
| 1Y | +41.1% | +16.5% | +24.6% | +30.1% |
| 3Y | +1,228.6% | +10.3% | +1,218.3% | +1,124.7% |
| 5Y | +3,240.6% | -7.7% | +3,248.3% | +3,199.5% |
| 10Y | +2,760.3% | +24.6% | +2,735.7% | +2,369.1% |
| All | +4,081.4% | +106.4% | +3,974.9% | +3,503.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 1990-01-01 to 2026-09-07: compounded portfolio wealth divided by compounded AMCR 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…
1990-01-01 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling