+426.4%
ADI vs CLBK
+60.9%
+365.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.2% | -2.6% |
| 7D | +9.5% | +0.9% | +8.6% | +9.1% |
| 30D | -1.4% | +3.4% | -4.8% | -2.7% |
| 3M | +4.7% | -4.3% | +9.0% | +6.4% |
| 6M | -7.4% | +28.4% | -35.8% | -16.9% |
| YTD | +48.1% | +59.4% | -11.4% | +21.1% |
| 1Y | +69.6% | +64.8% | +4.8% | +36.8% |
| 3Y | +144.4% | +50.6% | +93.8% | +98.0% |
| 5Y | +134.1% | +28.3% | +105.8% | +90.3% |
| All | +426.4% | +60.9% | +365.6% | +266.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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