+144.4%
ADI vs CLBK
+54.0%
+90.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.2% | -2.6% |
| 7D | +9.5% | +0.9% | +8.6% | +9.2% |
| 30D | -1.4% | +3.4% | -4.8% | -2.4% |
| 3M | +4.7% | -4.3% | +9.0% | +6.1% |
| 6M | -7.4% | +28.4% | -35.8% | -15.5% |
| YTD | +48.1% | +59.4% | -11.4% | +24.4% |
| 1Y | +69.6% | +64.8% | +4.8% | +40.8% |
| 3Y | +144.4% | +50.6% | +93.8% | +104.7% |
| All | +144.4% | +54.0% | +90.4% | +104.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling