+2,938.6%
CLS vs RKT
-9.3%
+2,948.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -5.1% | +9.6% | +5.3% |
| 7D | +23.5% | -7.5% | +31.0% | +24.8% |
| 30D | -28.9% | +26.6% | -55.5% | -31.9% |
| 3M | -25.2% | -2.4% | -22.7% | -25.4% |
| 6M | -32.1% | -7.4% | -24.7% | -32.2% |
| YTD | -14.1% | -29.2% | +15.1% | -11.3% |
| 1Y | -24.1% | -23.5% | -0.5% | -22.4% |
| 3Y | +897.0% | +73.9% | +823.1% | +776.8% |
| 5Y | +2,089.9% | -6.6% | +2,096.5% | +1,855.9% |
| All | +2,938.6% | -9.3% | +2,948.0% | +2,515.5% |
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