-29.6%
CLS vs VIK
+55.4%
-85.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | +6.2% | -15.3% | -11.7% |
| 7D | -21.1% | +5.4% | -26.5% | -23.3% |
| 30D | -38.2% | +12.5% | -50.7% | -41.7% |
| 3M | -36.3% | -15.2% | -21.1% | -31.0% |
| 6M | -43.8% | +15.4% | -59.2% | -47.5% |
| YTD | -20.0% | +27.7% | -47.7% | -29.1% |
| 1Y | -29.6% | +59.7% | -89.3% | -44.5% |
| All | -29.6% | +55.4% | -85.0% | -44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 1y: compounded portfolio wealth divided by compounded VIK 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…
1y analysis · Full analysis span regression · 6 months rolling