+2,029.3%
CLS vs BEN
+58.0%
+1,971.3%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.2% | +5.8% | +5.2% |
| 7D | +23.5% | +11.3% | +12.2% | +16.7% |
| 30D | -28.9% | +15.0% | -43.9% | -33.9% |
| 3M | -25.2% | +7.8% | -33.0% | -28.1% |
| 6M | -32.1% | +15.5% | -47.6% | -37.1% |
| YTD | -14.1% | +55.4% | -69.5% | -33.1% |
| 1Y | -24.1% | +63.3% | -87.3% | -42.3% |
| 3Y | +897.0% | +83.4% | +813.6% | +589.8% |
| 5Y | +2,089.9% | +28.1% | +2,061.8% | +1,687.1% |
| All | +2,029.3% | +58.0% | +1,971.3% | +1,315.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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