+2,944.0%
CLS vs NDAQ
+372.3%
+2,571.7%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.9% | +7.5% | +6.6% |
| 7D | +12.8% | -2.6% | +15.3% | +14.4% |
| 30D | +3.8% | +0.5% | +3.3% | +3.7% |
| 3M | -14.6% | +9.9% | -24.5% | -19.6% |
| 6M | +32.2% | +8.2% | +24.0% | +24.5% |
| YTD | +11.6% | -1.5% | +13.1% | +9.6% |
| 1Y | +35.1% | +1.3% | +33.7% | +30.2% |
| 3Y | +1,312.5% | +92.6% | +1,220.0% | +853.2% |
| 5Y | +3,542.1% | +53.8% | +3,488.2% | +2,622.6% |
| 10Y | +2,944.0% | +376.0% | +2,568.0% | +1,308.5% |
| All | +2,944.0% | +372.3% | +2,571.7% | +1,308.5% |
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