+3,154.0%
CLS vs FWONK
+340.2%
+2,813.8%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.2% | +6.4% | +6.5% |
| 7D | +10.9% | +0.1% | +10.9% | +10.9% |
| 30D | +2.1% | -7.7% | +9.8% | +5.3% |
| 3M | -10.2% | +5.7% | -15.9% | -13.0% |
| 6M | +30.4% | +13.5% | +16.9% | +22.0% |
| YTD | +17.2% | -3.0% | +20.2% | +16.8% |
| 1Y | +41.0% | -6.4% | +47.4% | +42.3% |
| 3Y | +1,338.0% | +43.8% | +1,294.1% | +1,091.8% |
| 5Y | +3,860.6% | +98.6% | +3,762.0% | +2,732.5% |
| All | +3,154.0% | +340.2% | +2,813.8% | +1,827.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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