+2,944.0%
CLS vs VRTX
+452.7%
+2,491.3%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -3.2% | +8.8% | +6.2% |
| 7D | +12.8% | -3.4% | +16.2% | +13.4% |
| 30D | +3.8% | +6.6% | -2.8% | +2.3% |
| 3M | -14.6% | +19.4% | -34.0% | -17.9% |
| 6M | +32.2% | +15.8% | +16.4% | +27.4% |
| YTD | +11.6% | +16.7% | -5.0% | +7.3% |
| 1Y | +35.1% | +33.8% | +1.2% | +25.9% |
| 3Y | +1,312.5% | +54.2% | +1,258.4% | +1,162.7% |
| 5Y | +3,542.1% | +176.4% | +3,365.7% | +2,769.7% |
| 10Y | +2,944.0% | +443.5% | +2,500.5% | +2,278.9% |
| All | +2,944.0% | +452.7% | +2,491.3% | +2,278.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling