+3,914.2%
CLS vs ROIV
+295.0%
+3,619.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +18.8% | -13.1% | +2.4% |
| 7D | +12.8% | +20.2% | -7.4% | +9.1% |
| 30D | +3.8% | +14.1% | -10.3% | +1.3% |
| 3M | -14.6% | +45.6% | -60.2% | -19.9% |
| 6M | +32.2% | +44.1% | -11.9% | +23.9% |
| YTD | +11.6% | +91.2% | -79.5% | -0.1% |
| 1Y | +35.1% | +221.3% | -186.3% | +11.5% |
| 3Y | +1,312.5% | +229.2% | +1,083.3% | +1,044.6% |
| 5Y | +3,542.1% | +316.5% | +3,225.6% | +2,497.2% |
| All | +3,914.2% | +295.0% | +3,619.2% | +2,762.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ROIV 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling