+3,682.3%
CLS vs TEL
+50.8%
+3,631.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.2% |
| 7D | +20.1% | +1.2% | +18.9% | +18.8% |
| 30D | +6.0% | -4.1% | +10.1% | +10.4% |
| 3M | -10.3% | -2.6% | -7.7% | -7.7% |
| 6M | +24.5% | 0.0% | +24.5% | +23.9% |
| YTD | +12.9% | -9.1% | +21.9% | +21.7% |
| 1Y | +36.7% | -0.8% | +37.5% | +38.3% |
| 3Y | +1,328.1% | +67.4% | +1,260.7% | +805.9% |
| 5Y | +3,682.3% | +51.8% | +3,630.6% | +2,435.2% |
| All | +3,682.3% | +50.8% | +3,631.5% | +2,435.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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