+21.2%
VZ vs CLS
+47.9%
-26.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -0.8% |
| 7D | +0.1% | +4.6% | -4.5% | +0.4% |
| 30D | +7.9% | -13.9% | +21.8% | +6.9% |
| 3M | +13.6% | -26.6% | +40.2% | +12.1% |
| 6M | +1.1% | +15.4% | -14.3% | +4.3% |
| YTD | +29.3% | +5.7% | +23.6% | +32.6% |
| 1Y | +21.2% | +41.1% | -19.9% | +26.5% |
| All | +21.2% | +47.9% | -26.7% | +26.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling