+2,029.3%
CLS vs PODD
+315.5%
+1,713.8%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.5% | +5.1% | +4.7% |
| 7D | +23.5% | -4.4% | +27.9% | +24.6% |
| 30D | -28.9% | +8.1% | -37.0% | -30.2% |
| 3M | -25.2% | +2.9% | -28.1% | -26.1% |
| 6M | -32.1% | -5.7% | -26.4% | -32.9% |
| YTD | -14.1% | -47.5% | +33.4% | -3.3% |
| 1Y | -24.1% | -55.7% | +31.6% | -10.9% |
| 3Y | +897.0% | -3.7% | +900.7% | +869.7% |
| 5Y | +2,089.9% | -52.6% | +2,142.5% | +2,276.0% |
| All | +2,029.3% | +315.5% | +1,713.8% | +1,486.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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