+2,104.6%
CLS vs PWR
+5,509.8%
-3,405.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.3% | -5.7% | -1.8% |
| 7D | -22.2% | -12.9% | -9.3% | -18.0% |
| 30D | -44.4% | -22.8% | -21.5% | -38.5% |
| 3M | -34.3% | -19.0% | -15.3% | -28.5% |
| 6M | -50.1% | -31.1% | -19.0% | -42.4% |
| YTD | -30.1% | +28.2% | -58.3% | -34.8% |
| 1Y | -39.3% | +22.2% | -61.5% | -42.1% |
| 3Y | +732.7% | +222.1% | +510.6% | +500.4% |
| 5Y | +1,777.2% | +364.1% | +1,413.1% | +1,094.3% |
| 10Y | +1,645.6% | +1,864.5% | -218.9% | +605.7% |
| All | +2,104.6% | +5,509.8% | -3,405.2% | +476.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling