+1,751.5%
CLS vs NDAQ
+484.3%
+1,267.2%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +1.3% | +6.6% | +7.2% |
| 7D | -10.6% | -0.1% | -10.4% | -10.5% |
| 30D | -38.4% | +15.9% | -54.3% | -43.3% |
| 3M | -29.9% | +15.1% | -45.0% | -35.2% |
| 6M | -40.6% | +22.9% | -63.5% | -47.9% |
| YTD | -24.6% | +12.8% | -37.4% | -31.5% |
| 1Y | -30.8% | +26.0% | -56.8% | -41.0% |
| 3Y | +811.7% | +119.7% | +692.0% | +470.6% |
| 5Y | +1,838.4% | +65.4% | +1,773.0% | +1,288.4% |
| 10Y | +1,751.5% | +469.3% | +1,282.2% | +654.5% |
| All | +1,751.5% | +484.3% | +1,267.2% | +654.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling