+2,944.0%
CLS vs IOVA
+6.6%
+2,937.4%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.0% | +6.7% | +5.7% |
| 7D | +12.8% | +5.1% | +7.7% | +12.3% |
| 30D | +3.8% | +37.2% | -33.4% | +0.9% |
| 3M | -14.6% | +117.5% | -132.1% | -21.7% |
| 6M | +32.2% | +69.6% | -37.3% | +23.2% |
| YTD | +11.6% | +218.7% | -207.1% | -3.0% |
| 1Y | +35.1% | +265.5% | -230.5% | +15.0% |
| 3Y | +1,312.5% | +46.2% | +1,266.3% | +1,122.2% |
| 5Y | +3,542.1% | -63.2% | +3,605.3% | +3,213.0% |
| 10Y | +2,944.0% | +6.1% | +2,937.9% | +2,667.4% |
| All | +2,944.0% | +6.6% | +2,937.4% | +2,667.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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