+732.7%
CLS vs GEHC
+15.6%
+717.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +1.0% |
| 7D | -22.2% | +7.6% | -29.8% | -24.2% |
| 30D | -44.4% | +27.5% | -71.8% | -49.1% |
| 3M | -34.3% | +17.2% | -51.5% | -38.3% |
| 6M | -50.1% | +33.6% | -83.7% | -56.3% |
| YTD | -30.1% | +0.6% | -30.7% | -30.6% |
| 1Y | -39.3% | +11.3% | -50.6% | -42.9% |
| 3Y | +732.7% | +16.5% | +716.2% | +659.4% |
| All | +732.7% | +15.6% | +717.2% | +659.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 3y: compounded portfolio wealth divided by compounded GEHC 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…
3y analysis · Full analysis span regression · 6 months rolling