+41.1%
CLS vs VRTX
+37.4%
+3.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.9% | +0.6% |
| 7D | +4.6% | +0.8% | +3.8% | +4.7% |
| 30D | -13.9% | +12.6% | -26.5% | -13.1% |
| 3M | -26.6% | +23.6% | -50.2% | -26.1% |
| 6M | +15.4% | +14.3% | +1.1% | +18.0% |
| YTD | +5.7% | +20.5% | -14.8% | +7.6% |
| 1Y | +41.1% | +37.6% | +3.5% | +40.4% |
| All | +41.1% | +37.4% | +3.7% | +40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 VRTX 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