+3,676.0%
STX vs CLS
+2,932.8%
+743.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | CLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +5.6% | +0.8% | +4.5% |
| 7D | +10.7% | +12.8% | -2.0% | +5.9% |
| 30D | +11.3% | +3.8% | +7.5% | +9.6% |
| 3M | +3.2% | -14.6% | +17.8% | +7.9% |
| 6M | +157.0% | +32.2% | +124.7% | +130.1% |
| YTD | +229.2% | +11.6% | +217.6% | +210.1% |
| 1Y | +381.8% | +35.1% | +346.8% | +324.1% |
| 3Y | +1,383.2% | +1,312.5% | +70.6% | +460.1% |
| 5Y | +1,144.9% | +3,542.1% | -2,397.2% | +238.2% |
| 10Y | +3,676.0% | +2,944.0% | +732.0% | +905.0% |
| All | +3,676.0% | +2,932.8% | +743.2% | +905.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CLS.
Daily Out/Under-Performance
Portfolio return minus CLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLS 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CLS 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling