+1,761.1%
CLS vs PWR
+1,818.7%
-57.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | +1.5% |
| 7D | -13.9% | -11.2% | -2.6% | -6.2% |
| 30D | -38.2% | -17.4% | -20.8% | -28.9% |
| 3M | -28.8% | -11.7% | -17.1% | -21.8% |
| 6M | -40.4% | -21.7% | -18.7% | -29.2% |
| YTD | -24.3% | +38.3% | -62.5% | -39.5% |
| 1Y | -35.0% | +29.6% | -64.6% | -45.0% |
| 3Y | +778.7% | +236.1% | +542.5% | +338.3% |
| 5Y | +1,884.8% | +406.3% | +1,478.5% | +666.6% |
| 10Y | +1,761.1% | +1,796.7% | -35.6% | +250.4% |
| All | +1,761.1% | +1,818.7% | -57.6% | +250.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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