+732.7%
CLS vs NDAQ
+122.6%
+610.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | -22.2% | +0.8% | -23.0% | -22.4% |
| 30D | -44.4% | +16.5% | -60.9% | -48.0% |
| 3M | -34.3% | +13.5% | -47.8% | -37.8% |
| 6M | -50.1% | +20.9% | -71.0% | -54.6% |
| YTD | -30.1% | +11.4% | -41.5% | -33.6% |
| 1Y | -39.3% | +25.9% | -65.3% | -47.7% |
| 3Y | +732.7% | +119.9% | +612.9% | +416.8% |
| All | +732.7% | +122.6% | +610.1% | +416.8% |
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