+3,038.3%
CLS vs PODD
+218.3%
+2,820.0%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.1% | +4.2% | +1.7% |
| 7D | +20.1% | -6.9% | +27.0% | +21.7% |
| 30D | +6.0% | -3.5% | +9.5% | +6.5% |
| 3M | -10.3% | -13.6% | +3.3% | -9.1% |
| 6M | +24.5% | -42.6% | +67.1% | +37.2% |
| YTD | +12.9% | -51.5% | +64.3% | +29.0% |
| 1Y | +36.7% | -60.9% | +97.6% | +64.0% |
| 3Y | +1,328.1% | -19.8% | +1,347.9% | +1,342.0% |
| 5Y | +3,682.3% | -54.4% | +3,736.7% | +4,036.5% |
| 10Y | +3,038.3% | +236.1% | +2,802.2% | +2,542.4% |
| All | +3,038.3% | +218.3% | +2,820.0% | +2,542.4% |
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