+3,419.7%
CLS vs TRV
+1,664.4%
+1,755.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.0% | +6.6% | +6.1% |
| 7D | +12.8% | +0.5% | +12.3% | +12.6% |
| 30D | +3.8% | -4.9% | +8.7% | +6.0% |
| 3M | -14.6% | +23.7% | -38.4% | -23.4% |
| 6M | +32.2% | +20.3% | +11.9% | +19.0% |
| YTD | +11.6% | +27.1% | -15.4% | -2.6% |
| 1Y | +35.1% | +35.3% | -0.3% | +13.3% |
| 3Y | +1,312.5% | +139.8% | +1,172.7% | +763.4% |
| 5Y | +3,542.1% | +153.9% | +3,388.2% | +2,031.5% |
| 10Y | +2,944.0% | +285.9% | +2,658.2% | +1,325.1% |
| All | +3,419.7% | +1,664.4% | +1,755.3% | +645.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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