+2,582.7%
CLS vs SE
+597.4%
+1,985.3%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.1% | +4.5% | +5.4% |
| 7D | +12.8% | +0.6% | +12.2% | +12.7% |
| 30D | +3.8% | -0.1% | +3.9% | +3.4% |
| 3M | -14.6% | +34.1% | -48.8% | -19.9% |
| 6M | +32.2% | +23.2% | +9.0% | +25.7% |
| YTD | +11.6% | -11.2% | +22.8% | +12.6% |
| 1Y | +35.1% | -40.5% | +75.6% | +46.8% |
| 3Y | +1,312.5% | +196.3% | +1,116.3% | +1,070.1% |
| 5Y | +3,542.1% | -67.0% | +3,609.1% | +3,693.1% |
| All | +2,582.7% | +597.4% | +1,985.3% | +1,909.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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