+3,269.5%
CLS vs PODD
-51.3%
+3,320.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.9% | +1.2% |
| 7D | +4.6% | +1.6% | +3.0% | +4.2% |
| 30D | -13.9% | +10.7% | -24.6% | -16.1% |
| 3M | -26.6% | +0.7% | -27.3% | -28.4% |
| 6M | +15.4% | -39.3% | +54.7% | +28.5% |
| YTD | +5.7% | -48.1% | +53.8% | +22.6% |
| 1Y | +41.1% | -57.4% | +98.6% | +73.1% |
| 3Y | +1,228.6% | -23.3% | +1,251.8% | +1,269.4% |
| All | +3,269.5% | -51.3% | +3,320.8% | +3,548.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling