+1,312.5%
CLS vs VRSN
+38.4%
+1,274.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -3.4% | +9.0% | +4.9% |
| 7D | +12.8% | -2.1% | +14.9% | +12.3% |
| 30D | +3.8% | -3.9% | +7.7% | +3.1% |
| 3M | -14.6% | -0.1% | -14.5% | -13.7% |
| 6M | +32.2% | +16.4% | +15.8% | +35.8% |
| YTD | +11.6% | +17.2% | -5.6% | +15.4% |
| 1Y | +35.1% | +1.0% | +34.1% | +39.1% |
| 3Y | +1,312.5% | +39.1% | +1,273.4% | +1,310.6% |
| All | +1,312.5% | +38.4% | +1,274.2% | +1,310.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 3y: compounded portfolio wealth divided by compounded VRSN 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…
3y analysis · Full analysis span regression · 6 months rolling