+2,953.7%
CLS vs UUUU
+495.2%
+2,458.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -6.3% | +3.8% | -1.3% |
| 7D | +5.0% | -5.0% | +10.0% | +6.0% |
| 30D | +4.8% | -7.8% | +12.6% | +6.2% |
| 3M | -10.4% | -0.4% | -9.9% | -10.6% |
| 6M | +20.8% | -32.9% | +53.7% | +29.1% |
| YTD | +10.0% | -6.3% | +16.3% | +9.7% |
| 1Y | +28.5% | +7.9% | +20.6% | +22.9% |
| 3Y | +1,292.2% | +85.2% | +1,207.0% | +1,055.1% |
| 5Y | +3,616.8% | +97.0% | +3,519.8% | +2,819.6% |
| All | +2,953.7% | +495.2% | +2,458.5% | +1,753.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling