+3,038.3%
CLS vs BEN
+53.7%
+2,984.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.6% | +1.9% |
| 7D | +20.1% | +3.4% | +16.7% | +18.1% |
| 30D | +6.0% | +1.8% | +4.3% | +5.2% |
| 3M | -10.3% | +8.4% | -18.7% | -13.7% |
| 6M | +24.5% | +35.6% | -11.1% | +5.8% |
| YTD | +12.9% | +46.4% | -33.5% | -8.8% |
| 1Y | +36.7% | +46.3% | -9.7% | +10.3% |
| 3Y | +1,328.1% | +54.6% | +1,273.5% | +988.0% |
| 5Y | +3,682.3% | +39.4% | +3,642.9% | +2,866.7% |
| 10Y | +3,038.3% | +57.6% | +2,980.7% | +2,026.2% |
| All | +3,038.3% | +53.7% | +2,984.6% | +2,026.2% |
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