+3,547.4%
CLS vs PODD
+782.5%
+2,764.9%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +1.3% | +7.2% | +8.2% |
| 7D | +2.8% | -9.1% | +11.8% | +5.2% |
| 30D | -30.1% | +7.3% | -37.4% | -31.4% |
| 3M | -21.7% | +3.7% | -25.4% | -23.1% |
| 6M | -36.2% | -2.7% | -33.6% | -37.7% |
| YTD | -17.8% | -47.2% | +29.4% | -7.6% |
| 1Y | -26.8% | -54.0% | +27.2% | -14.7% |
| 3Y | +853.4% | -3.3% | +856.6% | +811.6% |
| 5Y | +2,005.0% | -52.3% | +2,057.3% | +2,184.4% |
| 10Y | +1,929.4% | +322.4% | +1,607.0% | +1,098.5% |
| All | +3,547.4% | +782.5% | +2,764.9% | +1,043.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling