+3,682.3%
CLS vs TECK
+213.6%
+3,468.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.3% | +3.4% | +2.1% |
| 7D | +20.1% | +4.9% | +15.2% | +17.7% |
| 30D | +6.0% | +5.2% | +0.9% | +3.6% |
| 3M | -10.3% | +13.8% | -24.1% | -15.4% |
| 6M | +24.5% | +38.5% | -14.0% | +8.9% |
| YTD | +12.9% | +47.3% | -34.5% | -4.0% |
| 1Y | +36.7% | +81.0% | -44.3% | +7.6% |
| 3Y | +1,328.1% | +79.9% | +1,248.2% | +999.4% |
| 5Y | +3,682.3% | +207.9% | +3,474.4% | +2,053.6% |
| All | +3,682.3% | +213.6% | +3,468.7% | +2,053.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECK.
Daily Out/Under-Performance
Portfolio return minus TECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECK 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 5y: compounded portfolio wealth divided by compounded TECK 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…
5y analysis · Full analysis span regression · 6 months rolling