+3,847.0%
CLS vs RKT
-8.7%
+3,855.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.8% | +7.4% | +5.9% |
| 7D | +12.8% | +6.0% | +6.8% | +11.7% |
| 30D | +3.8% | +0.7% | +3.2% | +3.7% |
| 3M | -14.6% | +11.8% | -26.4% | -16.5% |
| 6M | +32.2% | -7.6% | +39.9% | +32.9% |
| YTD | +11.6% | -28.7% | +40.3% | +16.0% |
| 1Y | +35.1% | -32.6% | +67.6% | +41.0% |
| 3Y | +1,312.5% | +42.1% | +1,270.4% | +1,182.0% |
| 5Y | +3,542.1% | -7.2% | +3,549.2% | +3,172.9% |
| All | +3,847.0% | -8.7% | +3,855.7% | +3,317.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling