+3,890.4%
CLS vs RKT
-11.2%
+3,901.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.8% | +3.9% | +1.5% |
| 7D | +20.1% | -1.0% | +21.1% | +20.3% |
| 30D | +6.0% | -2.4% | +8.4% | +6.4% |
| 3M | -10.3% | +1.9% | -12.2% | -10.9% |
| 6M | +24.5% | -13.9% | +38.4% | +26.4% |
| YTD | +12.9% | -30.6% | +43.5% | +17.7% |
| 1Y | +36.7% | -34.4% | +71.0% | +43.2% |
| 3Y | +1,328.1% | +38.2% | +1,289.9% | +1,201.6% |
| 5Y | +3,682.3% | -9.7% | +3,692.0% | +3,313.3% |
| All | +3,890.4% | -11.2% | +3,901.6% | +3,370.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded RKT 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling