+35.1%
CLS vs MSI
-2.0%
+37.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.1% | +6.7% | +5.4% |
| 7D | +12.8% | -5.8% | +18.5% | +11.6% |
| 30D | +3.8% | -1.0% | +4.8% | +3.9% |
| 3M | -14.6% | +14.2% | -28.8% | -13.5% |
| 6M | +32.2% | +1.0% | +31.2% | +31.5% |
| YTD | +11.6% | +21.5% | -9.8% | +17.8% |
| 1Y | +35.1% | -2.1% | +37.2% | +33.8% |
| All | +35.1% | -2.0% | +37.0% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MSI 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling