+2,944.0%
CLS vs KMB
+15.9%
+2,928.1%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.9% | +7.6% | +5.8% |
| 7D | +12.8% | -2.7% | +15.5% | +13.0% |
| 30D | +3.8% | -5.0% | +8.8% | +4.3% |
| 3M | -14.6% | +6.6% | -21.2% | -15.4% |
| 6M | +32.2% | +1.0% | +31.3% | +31.7% |
| YTD | +11.6% | +6.0% | +5.7% | +10.4% |
| 1Y | +35.1% | -16.6% | +51.7% | +38.1% |
| 3Y | +1,312.5% | -8.6% | +1,321.2% | +1,272.9% |
| 5Y | +3,542.1% | -10.9% | +3,552.9% | +3,426.0% |
| 10Y | +2,944.0% | +16.8% | +2,927.2% | +2,840.2% |
| All | +2,944.0% | +15.9% | +2,928.1% | +2,840.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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