+1,751.5%
CLS vs VRTX
+519.5%
+1,232.0%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +0.7% | +7.2% | +7.7% |
| 7D | -10.6% | -0.4% | -10.1% | -10.6% |
| 30D | -38.4% | +8.0% | -46.4% | -39.5% |
| 3M | -29.9% | +11.0% | -40.9% | -31.6% |
| 6M | -40.6% | +28.2% | -68.8% | -44.1% |
| YTD | -24.6% | +21.5% | -46.1% | -28.4% |
| 1Y | -30.8% | +34.5% | -65.3% | -35.8% |
| 3Y | +811.7% | +49.5% | +762.3% | +715.0% |
| 5Y | +1,838.4% | +188.3% | +1,650.2% | +1,395.2% |
| 10Y | +1,751.5% | +493.1% | +1,258.4% | +1,258.9% |
| All | +1,751.5% | +519.5% | +1,232.0% | +1,258.9% |
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