+3,443.3%
CLS vs RSG
+2,005.0%
+1,438.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.5% | +6.1% | +5.8% |
| 7D | +12.8% | -0.7% | +13.5% | +13.1% |
| 30D | +3.8% | +3.3% | +0.5% | +2.5% |
| 3M | -14.6% | +8.5% | -23.1% | -18.1% |
| 6M | +32.2% | -3.5% | +35.8% | +31.4% |
| YTD | +11.6% | +5.5% | +6.1% | +7.0% |
| 1Y | +35.1% | -1.7% | +36.8% | +32.1% |
| 3Y | +1,312.5% | +56.9% | +1,255.6% | +1,033.0% |
| 5Y | +3,542.1% | +89.4% | +3,452.7% | +2,582.9% |
| 10Y | +2,944.0% | +412.5% | +2,531.5% | +1,458.8% |
| All | +3,443.3% | +2,005.0% | +1,438.3% | +1,058.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded RSG 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling