+3,038.3%
CLS vs WU
-40.9%
+3,079.2%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.4% |
| 7D | +20.1% | -4.9% | +25.0% | +22.4% |
| 30D | +6.0% | -1.3% | +7.3% | +6.3% |
| 3M | -10.3% | -3.6% | -6.7% | -10.7% |
| 6M | +24.5% | -24.3% | +48.8% | +37.4% |
| YTD | +12.9% | -21.1% | +33.9% | +21.3% |
| 1Y | +36.7% | -10.3% | +47.0% | +37.6% |
| 3Y | +1,328.1% | -28.4% | +1,356.4% | +1,438.2% |
| 5Y | +3,682.3% | -51.2% | +3,733.5% | +4,748.6% |
| 10Y | +3,038.3% | -39.6% | +3,077.9% | +3,732.7% |
| All | +3,038.3% | -40.9% | +3,079.2% | +3,732.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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