+838.1%
CLS vs NDAQ
+117.7%
+720.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.2% | -5.2% | -5.3% |
| 7D | +16.3% | +1.3% | +15.0% | +15.8% |
| 30D | -25.7% | +18.0% | -43.6% | -30.7% |
| 3M | -30.9% | +11.5% | -42.4% | -34.0% |
| 6M | -35.5% | +21.1% | -56.6% | -41.2% |
| YTD | -18.7% | +12.8% | -31.5% | -23.1% |
| 1Y | -17.9% | +25.7% | -43.6% | -28.8% |
| 3Y | +838.1% | +116.8% | +721.3% | +550.1% |
| All | +838.1% | +117.7% | +720.4% | +550.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling