+41.1%
CLS vs NDAQ
+4.3%
+36.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.9% | +2.7% | +0.8% |
| 7D | +4.6% | -2.4% | +7.0% | +4.3% |
| 30D | -13.9% | +2.5% | -16.3% | -13.8% |
| 3M | -26.6% | +9.9% | -36.5% | -25.7% |
| 6M | +15.4% | +9.4% | +6.0% | +16.5% |
| YTD | +5.7% | +0.4% | +5.2% | +7.5% |
| 1Y | +41.1% | +4.0% | +37.1% | +38.9% |
| All | +41.1% | +4.3% | +36.8% | +38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 1y: compounded portfolio wealth divided by compounded NDAQ 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…
1y analysis · Full analysis span regression · 6 months rolling